Subscription Profitability
How do you track subscription profitability when there is no ability to enter a cost for a Plan?There is no customer-wise breakdown of Revenue Recognised and Deferred Revenue
There is no customer-wise breakdown of Revenue Recognised and Deferred Revenue. It will be good to have such reports.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.Paid Trials?
We offer paid trials for a period of 90 days (at a reduced rate) vs. Free trials. What's the best way to set up paid trials in subscriptions so we can then still monitor conversion rates.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. CustomersEin 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 "durchdachteHow 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 inVoid 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 alsoEvery Time Creates A new Customer when a subscription purchased
I am using the Zoho subscription. I need help with the following. 1. Every time a customer subscribes to each and every plan with the same email address it is creating multiple customers with the same email. This is the problem we see the same customerInconsistent payload in payment api when writing custom function
Dear support team, I'm having trouble writing and testing the custom function for payment module. I want to retrive the subscription record involved with the payment in the Customer Payment module Custom Function. For some reason, the payload I retrievePro Rata Calculation before editing subscription
Hello We have a user flow we had no idea how to solve. Maybe you have any ideas. When a customer wants to upgrade his subscription in the middle of his billing cycle, we need to show him (in the product interface) the sum he will be charged immediately.Tips and Tricks #22: How to localize your product prices in Zoho Subscriptions
Adjusting your products’ pricing based on where your customers are located can help in providing a tailored check-out experience for your customers. The first step in achieving this is to display your products’ price in your customer's local currency. You can do this easily using Zoho Subscription's automatic exchange rate feeds and API hosted payment pages, that is, the price that you've set for a product will be shown to your customers in their local currency with the latest exchange rates. However,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 reimbursementRemove 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 createSubscription 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 subscriptionAPI How to Add Comments to a Customer?
I'm using the API to add Notes to a subscription which works well. However I would like to add "Comments" to the customer. I can do this via the Web App but can't see a way of doing it with the API. Is it possible?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 andRecent Activities - not detailed enough
See attached screenshot. These are the recent activities for one of my subscriptions. I appreciate knowing the "who" and "when", but I still need to know "what" happened. This is a step in the right direction, but not finished. A very common recent activityBest 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 chargingUpdating Plan count in subscription
Im running automation where we want to to increment the quantity of a customers subscription plan by 1. Ive been testing with different update bodies but even though I get the "successfully updated" message on calling the update method, the quantity doesZoho subscription webhook adding an extra & after url parameters
Webhook url to which subscription update is being posted is http://Saurav.insync.pro?agdid=ezi7BpsBsEy0D-vYohMwFQ& However, in the configuration section of the webhook, only one key value pair is added in the url parameter section. This can be foundWhat's New in Zoho Subscriptions - March 2022
Hello everyone, This month's updates pack a punch! From highly requested features, to those that can elevate your subscription management in general, here's what's new in March: More Control Over Proration Proration is when subscription invoice amountsAutomating additional addresses for customers?
Hello, For customers, we can have a billing address, a shipping address, and additional addresses as well now. I have two questions. 1. How many additional addresses can one customer have, is there a limit? 2. The API documentation doesn't contain anyFinding Average Subscriber Length in Subscriptions
We have a Subscriptions service we are selling for users who only need it for a limited time, and we were trying to pull a report that would show us how long all our previous subscribers were enrolled with us before they canceled and moved on. LookingZoho Subscriptions Export has lost STATUS field
Hi, For years we have exported our subscriptions every month so we could do our own reporting and budgetting. However, we went to run our export today and notice the STATUS field for each subscription is no longer available for export. What is goingLooking 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 informationFilter Zoho Subscription Api with datetime filter
Hi, I am building an application which will fetch data from Zoho Subscription. All endpoints are working fine but like other Zoho application APIs in the subscription API documentation, I haven't found any reference for getting data based on the DateTimeHow 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 ZohoUnable to fetch subscriptions from zoho subscriptions using date time filter
Hi, I would like to get the list of subscriptions, addon, plans that have been updated in zoho subscriptions. Something like this https://subscriptions.zoho.com/api/v1/subscriptions?status=live&organization_id=788379557?updated_time=2022-09-09T16:06:53+0530Zoho Subscriptions Custom Module lookup field modules do not match. 'Items' should be 'Products' in subscriptions
Hello, Im building a custom module that will manage our assets, and I wanted to link the Assets to the Products module via a lookup field, but there is no Plans field available, only the 'Items' Field from zoho books. Shouldnt we be able to access Products insteadGet custom field from Customer attached to subscription?
Hi! I have a custom field handling emails void test_with_new_email_condition( Map invoice , Map organization , Map user ) { how can I get a custom field cf_faktura from (I have the customer_id, name, etc)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 thereHide/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.Data Validation Rules for Zoho Subscriptions
Hello there, It would be great if Zoho Subscriptions offered Data Validation rules to validate the data entered while creating, editing, or cancelling subscriptions and to prevent users from performing specific actions. We have a custom field for capturingCreate webhook and send data to zoho creator?
Hi I want to send data(email,name,paid amount,plan) from Zoho Subscriptions to Zoho Creator and create new records in zoho creator using webhooks after payment received Thanks D.SenthilRajanThe SPF record will not authenticate
We have tried adding the SPF record and it will not authenticate. We have also contacted our hosting provider and they said it is set up correctly.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 toNext 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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