Can you delay subscription payment for 1 week after setup fee is charged?
Hi Team, Here is my challenge: 1. We charge customers' a setup fee, however the product take approx 7 days to deliver to the client. 2. After the initial 7 days they we start their subscription, which gets automatically renewed every 30 days till the client decides to cancel. So we basically want the customer the fill out their details once on the Hosted Payment Page with their Credit Card details. Then charge them then for the setup fee, and then start the monthly subscription 7 days after. Is this
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
Custom Fields in Zapier
Hi, I'm using zapier to move information from an accounting software to zoho subscriptions. I would like to use the custom field for customer and also subscriptions (please view image) Please advise: 1. How do I create those custom fields in zoho subscriptions 2. Where can I find the index number to be used in zapier. Thank you.
Zoho Books Payment Gateway vs Zoho Subscriptions Payment Gateway
Hi Zoho, Zoho Books supports payment gateways in my country that Zoho Subscriptions does not. If I have a payment gateway setup in Zoho Books can I use that to action the Zoho Subscriptions payments? If not is there a suggested workaround?
Abonnement mit Fremdfakturierung
Wie würde man in Subscriptions vorgehen, wenn man Abo‘s erfasst, die von einem Dritten in Rechnung (Fakturiert) werden? In unserem Fall gibt es Verträge die vom Software-Hersteller direkt berechnet werden.
Abonnement im CRM anlegen übernimmt keine Steuer
Wenn man in Zoho CRM die Integration von Subscriptions verwendet und bei einem Kunden ein neues Abonnement anlegen möchte, dann zeigt das Fenster keine Steuer! Dann wollte ich in den Einstellungen die Steuer als "Standard" vorgeben, dann meldet mir Subscriptions,
Mirroring Zoho client portal (from subscription) passwords and Wordpress passwords
Hi, I need a site where users purchase a Zoho Subscription and if so can purchase discounted tickets to our events, log in to restricted pages on a website and download restricted information. How can I do this? At the moment they use WooCommerce to purchase
Does Customer receive notice of price increase
If I change the price of a subscription, will the customer get some sort of notification of this (other than simply noticing it on his next billing)?
Is it possible to have a hosted page prefilled with client information in Subscriptions?
Hello, I would like to know if it is possible to have some lines pre-filled with client information for a hosted payment page? Instead of having to fill in the credit card information myself, I would like that my clients were able to fill it in and the
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
Custom Fields Limit in Zoho Subscriptions
Hello, how many custom fields can be used in Zoho Subscriptions? What is the custom fields limit of each type (Lookup field etc.)? Thanks, Michael
Can I remove the 'Powered by Zoho Subscriptions' from my embedded Hosted Page?
I have embedded a Hosted Page from Zoho Subscriptions with an IFrame on a website. I am wondering if it is possible to remove the 'Powered by Zoho Subscriptions' from the footer of that hosted page? Thank you!
Subscription Update
If I change or update a plan, will the associated subscription gets updated automatically?
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
Handle Payment failure in hosted pages
We have integrated Zoho hosted pages api for payment gateway and where we have scenario to handle the payment failed cases. So how do we handle the payment failed in webhook for new subscriptions.
Subscription start times...
Is there any way for a Subscription to start after the customer pays the invoice? Seems like the subscription starts as soon as the invoice is sent.
Hosted Payment Page with GoCardless - User has to type everything twice
Hey, we use the Hosted Payment Pages with GoCardless. The has to type all his data one time on the HPP and then he will be redirected to GoCardless and here he has to select the country and after this he has to type all his data a second time. All the
Split Payment Commission on Zoho Subscriptions
I have a product on Zoho Subscriptions that I'd like to put a split payment on. 75% sales - to keep for myself 25% sales - for a referral to receive Sample: One of our client purchased our services at $497. I'd like to split the payment for myself ($372.75)
Showing the Zoho subscription of the parent account on the children account in CRM
Hello Zoho community! We are a B2B SaaS company and through time gather a decent amount of clients. These clients are all documented within Zoho CRM and we use the CRM-Subscription marketplace integration to know which clients are subscribed to what.
Ein Kunde hat mehrere Abo´s - Was ist ein Kunde?
Wir benutzen mittlerweile Zoho Subscriptiosn für unsere Software-Pflegeverträge. Bevor wir loslegten, mussten wir noch die Wahl zwischen Subscriptions. periodische Rechnung oder eine mit Creator entwickelte App entscheiden. Da in Subscriptions "durchdachte
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
Getting to the help documentation is very frustrating
Getting to help documentation from within the product is super frustrating.
Is there documentation for when a customer changes the subscription they have signed up for?
As a customer, is there any documentation on how the reimbursement works, what will be on the invoice, and an image of the procedure on the portal when changing the plan that I am subscribed to? As an administrator, I would like to know about reimbursement
Remove limit of add-ons per subscription
Hello, ok here's a bit of context : We sell a B2B solution hosted on a single platform with 7 different modules within the platform. Given the current functionalities of Subscriptions, our best option to document our client's subscription was to create
Subscription questions
I have a couple of things I would like to accomplish: Sending a subscription item invoice with multiple subscription items on it. I see an option to consolidate invoices into a single one, however, the system seems to automatically send each subscription
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
Looking to Switch to Zoho Subscriptions but need help understanding a few items
We are looking to switch to Zoho Subscriptions. I have spent a few hours looking through the documentation and some videos that gave a good breakdown of the Zoho Subscriptions. But I have a few questions that I could not find answers to. If anyone could provide some guidance/clarity, I would greatly appreciate it. 1. If a user has an active subscription, is there any way for us to allow that user to upgrade to another subscription within the customer portal? 2. Can we input additional information
How do I implement Annual rate increments?
I am exploring Zoho Subscription to automate the billing process. Some of our clients are setup on annual rate increments from 3 to 5% annually. Is there a way to implement this feature?
We are planning to switch to Zoho Subscription but there are some pre-sale questions
Hello, we are planning to switch to Zoho Subscriptions but we are not sure if the following things are possible. We are currently running an online shop (based on WooCommerce) and are thinking about sending all subscription orders via Webhook to Zoho
Fixed pricing per currency
Hi, is it possible to have varies currencies and also fixed pricing per product? Our base currency is US Dollars but our Euro, Pounds & Rands pricing cannot be linked to an exchange rate. They are custom for each product per currency/region. Is there
Hide/Show Certain Fields When Creating/Editing Subscriptions
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing subscriptions. Most of the time, we don't use half of the fields shown on the create/edit subscription page.
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
Is it possible to customize when invoices are sent from Subscriptions?
I work for a SaaS and right now we send out reminder emails 90, 60, 30, and 7 days before an annual subscription expires. Is it possible to set up Subscriptions in a way that it will send out quotes or invoices to customers at these intervals? I was only
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.
Incorrect VAT Treatment for Individuals purchasing a service
Hi there, I am a service-based business, in that my customers are individuals who need to attend my clinic in London for the service they have purchased. I am registered for UK VAT. However, for an Individual (Customer type in ZHSubscriptions), if they
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
Next Page