Save embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how theyAny 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 customerZoho 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 atCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirectedBest way to deal with product change on active subscription?
Hi, We are currently replacing a lot of old product types/subscriptions on our customer base. How do we handle this the best way in Billings? I do not want to Cancel current subscription because it will be treated as Churn. I just want to change the productIs there a way to keep the attachments when converting to a invoice?
When I make an estimate, I upload a drawing of the design that gets sent out with the estimate email. When I convert the estimate into an invoice, the attached file does not cover over, and I have to reupload the file. Is there a way that the attachmentZoho Billing information in CRM
We have started the process of shifting across to Billing and part of the rationale was we wanted our sales and support team to have better visibility over who was behind on their billing, etc. Given there is a native integration I just presumed thisLink 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-subscriptionSingle 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 youWhat's New in Zoho Billing - May 2024
Hello everyone, We are excited to share some exciting Zoho Billing updates in this month’s What's New forum post, ranging from enabling your customers to update their information from the Hosted Payment Pages to the option to split offline payments. Let’sSSO Custom Domain - new user
I would like to expose customer billing, subscriptions. invoices etc through zoho billing. When I have a new user registering for my product, through my IDP keycloak, is it possible to create the user automatically in zoho billing and also enable theTip #5 : Setup Approval Workflow for your Subscription Business
Hello everyone, We have been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about implementing the Refer and Earn Workflow system. This week, we will be looking at how you can set up an Approval Workflow for Subscription Business. Business Scenario: One of our customers had a special requirement for his Subscription Box Business. He runs a Pet Food subscription box business where the food items areTip #12 : Sending Transaction-based Messages Through WhatsApp
Hello Everyone, We've been sharing tips and tricks every week to help you handle specific business scenarios with ease. Go ahead and check out last week's post about calculating commissions for salespersons, in case you missed it. For this week, we'll be looking at sending your customers transaction-based messages, such as invoice links and payment reminders through WhatsApp. How would this help you? Keeping your customers informed about their upcoming renewals and overdue invoices plays a key partCharge for additional users at the end of the billing period
Hey there I'm selling a product where the customer for example pays $5 per user per month in an annual subscription. The customer can add and remove users during the subscription period. If he adds 1 user, prorated billing kicks in and charges $5 / monthSEPA 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 toZoho 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 thanHow does Price Books in the Zoho Subscriptions API work?
Anyone using this? I’d like to create various pricing plans in a particular value in each currency. Apparantly you can use the API to do this?How do I create records in Zoho Subscriptions via API/Zapier?
Hello, I pretty new to Zoho Subscriptions and the API. I am looking for a way to create records (customer/contacts, subscriptions, invoices etc.) via Zapier but NOT with Zapier apps. I.e. I need to create a new customer/contact in Zoho Subscription andAdd 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, SandraCustomer note on invoices carrying over from previous invoice
A customer note can be added to an invoice by editing the invoice. When a NEW invoice is created via a subscription (i.e. renewal etc) , the customer note previously added to a different invoice, appears on the NEW invoice. It acts as though it is theZoho 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 SubscriptionsAll Zoho Billing Endopints return 404
I am on a trial and trying to test the API (via the Postman collection) and ensure it will work for our use case. I am able to get an OAuth token, but every endpoint from the Billing docs returns 404: invalid URL. I confirmed I am using the base URL fromCoupon 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 AmitEmail 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 SubscriptionZoho 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 containZoho billing deluge fetching and updating customer
Hello, I am trying to update a customer's details in billing from creator using deluge and i wanted to inquire if there's a way to update the customer's details by using the customer's email or phone number used in billing or creator instead of usingWhat'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 PlansMinimum 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 beforeHow 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,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 needZoho billing API by deluge
I am creating new function to update subscription activate date. And I got this error message for now. "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests per minute." How long does this messagePrices 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? Thanks'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 homePlan 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 changesMultiple 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/consAutomate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?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 RudyPrice 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..Next Page
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Announcements
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own paymentAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the TransactionUpcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customersCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
Most Discussed Topics
How to update the Status in a custom module?
Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
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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
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