How to maintain steady cash flow during the COVID-19 crisis using Zoho Subscriptions
Dear customers, I hope this finds you and your loved ones in good health. We're all witnessing the effect that COVID-19 is having on businesses throughout the world. As consumers try to conserve their own resources, businesses can expect to receive more cancellation requests than usual. Here are some useful tips to help you be flexible and keep your customer base: 1. Communicate candidly and clearly with your customers: During this period, transparent communication with customers is a necessity.
Adding Attachments to Subscriptions
Hello, We have not used Subscriptions yet. Our annual maintenance contracts are often specialized one-off contracts with many pages and sometimes a lot of required legalese. I'd like to use Subscriptions to track these. is there any way to attach a document to a subscription so that the contract document gets emailed out along with the request for renewal payment? As a second question, can subscriptions simply bill an account automatically each month? Thank You
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 the
Zoho Subscriptions Paystack Integration
Hello, We have a new business case that requires us to use a Nigerian payment gateway provider called PayStack. Paystack is not currently supported by Zoho and we're looking into how we can fulfill this requirement using the Zoho subscriptions API . Our requirement: When a customer's subscription bill is due, we want to trigger a deluge custom function that calls the Paystack api, charge the customer and updates the subscription based on payment capture success or failure. On Payment Success: -
Searching from a particular view
It does not seem possible to be able to search records in a particular view. If you change to that view and enter a search term, the results are returned containing records from All Customers. Here is the problem The 13 records below represent one customer. 12 of them are inactive. you cannot get this result and then narrow it to active customers. This adds tons of extra time/clicks to our day. We need to be able to limiit our search to active customers.
Zoho Subscriptions Customer Portal flow
We have implemented the auto-enable feature of Zoho Subscriptions and will be implementing SAML single sign on shortly. I am wondering if the step involving the invitation to join the portal can be disabled. How would that flow work when auto-enable and SAML both implemented?
Reactivations and churned subscriptions
When an sub gets cancelled due to dunning but is then re-activated, why does the subscription still show in churned subscriptions? When there is a payment failure and the user fixes the credit card, why does the subscription still show up in payment failures list?
Urgent : UPDATE CREDIT CARD ID OF AN SUBSCRIPTION
How can i update a subscription's associated credit card via api call ??
Customizing Themes
Is it possible to make slight customizations to the css that drives the themes? On the hosted payments pages, the field tooltips are very close to the background color, making them hard to read for some users.
Active Customers
The documentation states the following definition for Active Customer: ________________________________________ Number of customers subscribed to a paid plan till date. This does not include customers who are in trial. Consider that there are 20 active customers. If 5 customers have upgraded to a paid plan and 3 customers have canceled their subscriptions, the number of active customers would be 22. ________________________________________ If customer has multiple subscriptions, how does this fit
Hosted Pages and upgrade subscriptions
Hello, I use "Hosted Pages" in order to subscribe to 1 plan. I wan't upgrade plan for 1 user. What-is the good way for this? If a use same email address I have one error or a second "subscriptions". I just wan't update the first subscriptions to another. Can you help me? Best regards, Pierre
My subscribers need to be organizations. Will that be a problem?
I'm basically going to be using this as a association management platform, except the actual customers are organizations, not people. Of course we'll also need to keep records of the people associated with those organizations. What's going to be the best approach for me so that the organizations are the entities payiung the subscriptions? Thanks
Headers and footers for this holiday season
Hello everyone, The holiday season is here and 2020 is just around the corner. To help spread the cheer, we've come up with some holiday-themed headers and footers, which you can apply to the invoices and credit notes that you send to your customers. To apply these themed headers or footers to your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click Choose from Gallery and select your favorite header. If
Introducing multi-currency support for payments through Razorpay integration (for the Indian edition customers)
Dear customers, Zoho Subscriptions now supports foreign currency payments through the Razorpay integration and we are glad to inform that it's ready for early access now. To start using this, kindly reach out to the Razorpay team so that you can request them to enable cross-border payments. Once it's enabled for your merchant account, you can just an email to support@zohosubscriptions.com with your organization ID and we will enable it for you :) A few more details on the update: Supported currencies:
Address Format (Displayed in PDF only. ) Placeholders not displaying in PDF invoice
We've created a form on our website that allows users to update their company_name, billing address and VAT (which is setup as a custom field). The form uses the Zoho Subscriptions API to update these values in Zoho Subscriptions. However, when we create a PDF invoice, only the company_name, dislay_name, and vat are displaying. None of the Billing Address values are shown. Below is the Address format as configured in our Zoho Subscriptions Admin here https://subscriptions.zoho.com/app#/settings/preferences/addressformat
Monthly subscription by users count
Hi, We are a SaaS platform like you guys in Zoho. We want to use Zoho subscriptions but we have p problem cause some of our clients are paying a deferent amount of money depends by their active users amount. It means that Customer X can pay on January $200 for 5 users ( 4 times $50 ) and on February they will pay 250$ for 5 users. We need to manuslly update the users count in order to charge the right amount. How can I manage it with Zoho Subscription? Thanks
How 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.
Bill Every Days
I need to setup subscriptions which are billed every 30days. Is it possible to configure this? Seems only allowed in Weeks, Months, Years.
Subscription List Order
I am trying to find a way to order the subscriptions within Zoho CRM either accroding to date or status. However, there seems to be no way to sort the data. Any suggestions?
Is Zoho a merchant account provider?
I want to use Zoho subscriptions and I realize i need a payment gateway (I'm going to use authorize.net) but do I need another company to be my merchant or does Zoho subscriptions handle that?
Fast forward to 38 seconds - how do I setup a Hosted Page like the one in your demo video?
Starting at the 38 second mark in this video (https://www.youtube.com/watch?v=qgLwHzDMFTs#t=0m38s) you show how to create a Hosted Base Link. Then you embed this link in the pricing card. Then when the call to action button on the pricing card is clicked, the card flips over and the contents of the Hosted Base Link is displayed. This is really slick and exactly how the integration between the Hosted Page and the pricing cards should be done. Problem is, I've tried about 1,000 different methods
Change customer company name of an invoice at zoho subscriptions
Hi. Our Client has purchased our service and invoice was generated automatically but then they realized that the company name should be a different one. We tried to change the customer company name of this specific invoice at Zoho subscriptions , but we couldn't.. How should we proceed in that case? Thanks
MRR subscription
Hello, Apparently the MRR and ARR are visible only until Dec 2019, where is it possible to modify the end date in order to see the MRR forecast? Thanks in advance,
Send invoices to multiple CUSTOMER recipients
We have some customers who wish to have the invoices we generate emailed to multiple recipients at their company. I know Zoho subscriptions has the ability to add multiple contacts to a single customer, but does that mean ALL communications between Zoho Subscriptions and the customer will automatically get emailed to each and every contact under that customer record?
Custom Views for Subscriptions
When creating a custom view for the list of subscriptions, the available column list does not contain all subscription fields. How can we add a field not listed as a column for a custom view?
Free version to Trial version
I've created a Free version to check out the possibilities and now would like to test the Trial version, how do i go about doing so? After I'm done with the Trial, can i choose the Lite plan? I will definitely not need the Premium plan. Thanks.
Charging the stored credit card prior to subscription renewal date.
Is it possible to setup the billing such that the saved credit card is billed a number of days PRIOR to the renewal date? For example a subscription is due to be renewed on the 20th of this month - I would like to charge the credit card 4 days prior (on the 16th in this example) to ensure the card is working prior to the start of the new subscription period. Please advise.
Reminder: Encode square brackets in plan URLs by 20 October 2019
We made some under-the-hood security updates to Zoho Subscriptions recently. As a part of these updates, we will be deprecating the use of un-encoded square brackets in plan URLs. Note: A banner message regarding this was displayed on Zoho Subscriptions' dashboard a while back. With the deadline to implement these changes just 5 days away, this post is a reminder and can be ignored if you've already made the necessary changes. How to Encode Square Brackets If you're using parameters like addon_code[0]
Are Group Invoices and Add On Billing available with automatic billing
My developer seem to think you are restricted to offline billing. We have a situation where we will have customers responsible many subscriptions and add ones for those subscriptions and want to simplify things. Thanks
What New this November in Zoho Subscriptions
We are back with a set of new amazing features lined up for you this month. We are continuously looking for ways to provide you the best subscription management experience. So without further ado, let's dive in and take a look at the features and updates we've worked upon the past few months. Secure Export of Data Are you worried about security when it comes to exporting your data? You can now choose whether you want to include any sensitive Personally Identifiable Information (PII) while exporting
Generating hash value for webhooks security
Hey, so there is a feature for securing webhooks, however, the docs are very unclear https://www.zoho.com/subscriptions/kb/webhooks/securing-webhooks.html. The example you provided is not useful, since the JSON object is very simple and not similar to the one I get (the object of the example is flat). Can you please provide a better explanation for the string generation? in what way should the key values be sorted? do I have to flatten the JSON? do I have to sort it recursively? should I use hex
Payment Method DirectDebit - Invoice can not be sent at invoice date automatically...?!
We are using Zoho Subscriptions for our SaaS-Business in Germany. We understand, that the function of sending invoices automatically to customers is linked to the successful payment of the invoice, but concerning to legal and ususal reasons (in Austria, Germany, Switzerland and most of the countries in EU) the invoice has to be sent on the day or the day after invoice date to customers – it must not be addicted to the payment and for example, when payment was not successful, no invoice will be sent…
5 years of Zoho Subscriptions - Thanks to you!
To our community and team, Five years ago, Zoho Subscriptions started its journey toward easier billing for recurring payments. Today, we'd like to thank you, our lovely customers, for helping us get this far. While we are grateful to all of you, we'd like to extend a special thanks to Larry, Tolu, and Jaspar who have made valuable contributions to our Zoho Subscriptions community. Thanks for taking the time to help your fellow Zoho Subscriptions users and help grow their businesses, too. :) We
Changing Subscription
Hi, I have a question about what happens when I edit/change a subscription. When a subscription is created, it automatically pro-rates the amount from the date it was created, until the next billing date - this is good. When I edit a subscription and change, for example, the plan, it prorates from today until the next billing date. However, the issue arises with what happns to the "old" plan. When the "new" plan is less per month than the "old" plan, Zoho doesn't seem to properly credit the account
Rounding Feature in Zoho Subscriptions
Hello, Is it possible to set a round-off option in Zoho Subscriptions. Many thanks, Emily
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Help with automatically printing an invoice
Hello, we are currently using two systems for our subscriptions and we would like to condense them all into Zoho Subscriptions. The problem is the people using our old system get paper bills in the mail and we would like to keep it that way. There are not that many people in the old system so I can just manually enter them. I also created another field in our form that is a checkbox saying USPS Customer to differentiate between the two. I would like to be able to setup so when an invoice is created
Zoho Subscription Invoice Template Like Zoho's
I noticed on the invoice template Zoho uses for their subscriptions the description under each item includes the plan name, payment duration, start and end date for the billing period, and number of users licensed (example shown below). How can I get this level of detail on my invoice?!? Plan : Plan Name Here Payment Duration : Monthly Start 02 August 2016 End 01 September 2016 User(s) : 1
Hosted Page does not automatically charge credit card
Hi, I have an issue using Hosted Pages. I am creating one using the api, and displaying it to the user. User then fills in credit card details and subscribes. The subscription in the zoho dashboard is indicated as unpaid, with the charge to be collected on the date the subscription was created. On the next day, the subscription is still unpaid, and the invoice is listed as overdue. I am able to collect the charge manually, but how do I set it up so that the invoice is immediately paid for when they
Integration Zoho Books and Zoho Subscriptions Inventory
Hi. I was wondering, is there a way to have an integration between Zoho Subscriptions and Zoho Books. So that i can manage inventory for my subscription business? This is my case: 3 Products, 4 billing cycles for each product. Every time i have a new subscriber, depending on billing cycles, reduce the inventory quantity. Example product A, billed annually, subtract 12q from inventory. I cant find a way to check inventory in subscriptions, only in books, and there is no integration. Regards.
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