Minimum units per Subscription
What's the best way to set a minimum number of units per subscription plan? Specifically for use via a hosted payment page. Example: - Plan 'Standard' needs a minimum of 4 units before checking out - Plan 'Professional' needs a minimum of 10 units beforeAddress Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fieldsPlan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changesCan 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?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 isAny 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 customerWhat's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customersPlan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?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.Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, andMapping 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 duplicateQuotes and Invoices
Hello we are new to Zoho and were told that custom quote functionality is being developed and would be made available to Zoho Billing soon. What we are looking for is for our sales reps to create custom quotes for our potential customers, apply what everCustomer 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 noValid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingZoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? ThanksCustom 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?Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in paymentQuoting 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 TonyIs there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees differentRate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteriaNeed 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 requiredPaypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our liveMultiple languages for hosted pages, etc.
Hello Team, I want to create hosted pages, invoices, email notifications, etc. with several languages in order to swap them in function to the language browser of the customer or his origin. It this possible? because I cannot find any choice in order to do that. Kind regards.Zoho 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,What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated paymentPush field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check theZoho 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 containHow 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,Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} forPrices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? ThanksDocumentation 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 theCancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the subSubscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning processissue 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 needCustom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it saysNext Page
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Announcements
What's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customersWhat's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated paymentWhat's New in Zoho Subscriptions - June 2023
Hello everyone, This month's updates bring a new edition, a new payment gateway integration and some report enhancements. Here's what's new: Individual subscription metrics in the MRR report The MRR report provides insights into your monthly recurringWhat's New in Zoho Subscriptions - April 2023
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, like credit notes in the Customer Portal and record locking. Credit Notes in the Customer Portal You can let your customers view and comment on their credit
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What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customersPlan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?Address Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fields
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Zoho 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. CustomersTip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer'sNew feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based onIntroducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to
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