Unwanted accountant access
Hi I run an accounting firm. One of our client who provided us accountant access has since closed business. Unfortuntately he has not cancelled the accountant access given to me and I am not able reach him to resolve this. I would like to get this accountantAPI hosted page integration
Hello, We have created a product that has 3 subscription plans (basic, small business, and enterprise) and we want to create, change, cancel subscriptions from our website via Zoho APIs and without SSO. I have checked your documentation for the API hostedSubscriptions with monthly billing but minimum committment term
How can I prevent customers from cancelling subscriptions that have a minimum commitment, such as software subscriptions that I bill every month but in which the customer has a one year contract? Thank you!Hosted Payment page to show name, address, and phone when customer already exists in Subscriptions
Hello, Is there a way to show the customer's name, address and phone number on a hosted payment page when they customer already exists? When a customer is converted to a contact in CRM, we add them as a customer to Subscriptions (to get their subscriptionsWhat's New in Zoho Subscriptions - April 2022
Hello everyone, This time, our updates are focused on report enhancements, and some payment-related self-service options for your customers. Here's what's new: Net Customers Report The Net Customers report is useful for identifying the total number ofUpcoming Features for Zoho Subscriptions
Hello everyone, Zoho Subscriptions is set to receive a massive update, with a bunch of new features and usability improvements. This update will also provide a shared user experience with other apps from the Zoho Finance suite, such as Zoho Books or ZohoStripe ACH payment support
Would love to see Zoho Books integrate Stripe ACH payments. Any chance on this happening? The only two processors that Zoho allows ACH payments through are Authorize.NET and Forte, and both require a monthly fee, whereas Stripe does not. With Quickbooksgruppierte Rechnung nochmals erstellen
Szenario: Ein Kunde hat 2 Abos die durch die Gruppierungseinstellung in einer Rechnung am 1.3. an den Kunden gesendet wurde. Jetzt stellen wir fest, das in dem einen Abo ein falscher Artikel berechnet wurde. Die Rechnung muss storniert werden. Eine neueCopy one zoho organization data and configuration to another
Hi, I am using zoho-subscription and zoho-invoice for my application. Right now application is deployed and being used by some customers. Now I have a requirement like I need to copy all data(subscription and invoice) and configuration to a newly created zoho organization. How can I achieve this by not losing any existing customer data. I knew that we can copy configuration of one organization to another while creating new one. Any suggestion on how to copy both data and configuration? Please help.Contact Us Option
Hi we have a number of subscription plans for our product with the highest tier being a ‘Contact Us” for pricing. How can I achieve this in Zoho Subscriptions? Ideally we want to embed the subscription in our web page.Integration with zoho Projects
I just read through your ZS guide. it mentioned creating projects in Zoho Books. that's great, It really is. But not everyone uses Zoho books. Some of us use QuickBooks Online for accounting and Zoho Projects. So can we deploy the same projects connection into ZP? How wonderful will that be? I sign up a client from Zoho subscriptions, and their service registers a project with timeline and start date in my zoho projects.Sortierung der Pläne/ Tarife im Produkt
Gibt es Überlegungen eine Sortierung oder Suche der Pläne / Tarife anzubieten? Derzeit wird nach Anlage der Tarife sortiert. Bei über 30 Tarifen muss eine eine Sortiermöglichkeit oder Suche geschaffen werden.Selling online subscriptions product with customer login
Hi, I have a question about selling online subscriptions with Zoho Subscriptions. Let's say I'd like to sell Matomo analytics with a monthly rate. I can set up a Zoho Subscription plan and host the payment page on my website. But how can I connect theReporting for tax form 347 for Spain: statement of operations with third parties
Form 347 in Spain is an annual informative statement which lists all operations with customers and/or suppliers, provided that the total amount of the operations exceeds the annual amount of € 3,005.06 (including VAT). The statement of operations withURGENT Find Tax ID in Zoho Subscriptions for API
Hi Where will i find my Tax ID in Zoho Subscriptions? Thanks!Community Learning Series | Digest #8 - January 2021
Dear customers, We're happy to bring you the next edition of our #CommunityDigest, the first in 2021! A new year always brings with it hope and excitement, and we'd like to start its first edition with some good news. Zoho Subscriptions won IDC's 2020Zoho Subscriptions 2021 Recap
Charging Customers via API
I am having an issue figuring out how exactly to best handle my senario. What I want to do: Customer signs up on my website. I want to take all customer and payment information on my website. Then in the call to Zoho Create New Customer Add Subscription To Customer Charge Customer via Stripe for the first invoice that would then be created and mark that invoice as paid. I would also like all subsequent payments to automatically be charged and the invoice just emailed after it is charged. Via theApplying $100 credit to auto collect accounts
Hi As part of our business, our customers can give us vouchers valued at $100 that they receive from the government towards their children's sport. We then collect this $100 from the government and wipe $100 off their fees (their subscription). TheyIntroducing: Pause and Resume subscriptions with Zoho Subscriptions
Dear customers, Zoho Subscriptions now allows you to pause and resume the subscriptions. This feature has been in beta for a while and we are releasing it for everyone now. This feature has been requested by our users who belong to different industries. Consider this scenario where you are running a coaching institute. There might come a need to freeze the subscription during the vacation time. If you run a box business supplying goods on a monthly/quarterly basis, your customers might want to putRBI's new guidelines on collecting recurring payments
If you are a business owner in India that is dependent on collecting recurring payments from your customers - either monthly or yearly, this post is significant for you. The RBI recently introduced a new regulation for banks to once again authorise mandatesBECS Payment's VIA Stripe
At the moment if we want to accept a BECS (Bank account) payment in Australia via Zoho subscriptions you have to use GoCardless which unfortunately has a rather high cost of acceptance. Stripe already has BECS payments built in, it would be great if weUpdate billing Cycle of subscription in Zoho subscription via custom function.
Is it possible to change the billing cycle OR to extend the Billing cycle through Custom function? For example if I want to extend the billing cycle by 1 of current subscription Is It possible in custom function on subscription renewal trigger?Create Subscription Upoin New Account in ZohoCRM
I'm looking for, a preferably for a Custom Function example or, some other way I can create a new Zoho Subscription when a new Account is created in ZohoCRM? This seems like it should be a simple task but maybe because I'm using the GoCardless pluginPrepay Subscription
Sometimes we have customers who pay with a debit card. They have no funds in the account so their invoice becomes past due. Once they do get money in they request we "take out" the next 2 or 3 months right away while there's money in the account. How can we accomplish this in the system? I know we could add a charge for next months invoice but then they would still get billed next month.Forte's Extra Costs
Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor. I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products. This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH. However, after signing up and going through their approval process, I found this out they work with a PCI compliance serviceWhat's New in Zoho Subscriptions – November 2021
Hello everyone, We're always listening to feedback, and have added some highly requested features to Zoho Subscriptions this month. Here's what's new: Charge setup fees upfront You can now charge the setup fee for subscriptions upfront, i.e., the setupWhat's New in Zoho Subscriptions - October 2021
Hello everyone, We've revamped the Customer Portal experience for your customers. The portal now offers comprehensive subscription management, thereby putting more control in your customers' hands and saving you the time from making requested changesAuthtoken Deprecation for Zoho Subscriptions APIs
UPDATE (2 Jul 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (30 Mar 2021): We've prepared a set of FAQs to answer some common doubts that you may have when migrating from Authtokens to OAuth. UPDATEPhone Number Search is too Limited
Hello there, Every now and then, we need to search for customers by phone number. However, due to inconsistent data entry across multiple applications, searching for phone numbers is very difficult/impossible. For example, phone numbers in the USA canTransitioning old (but active) subscriptions into Zoho Subscriptions
We currently handle our subscriptions directly in Authorize.net ARBs. We are looking to switch over to Zoho Subscriptions. Going forward, new subscriptions will be created in Zoho Subscriptions. How do we handle all of our old active ARBs that are activeAuto collect & Starts at input for Hosted Page
Hi I have created the below script in my Creator App to: 1/ Create a new plan for a customer 2/ Create a unique subscription for that customer 3/ Send them to the hosted page for this newly created subscription to set up their payment method. How do IAuto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Subscriptions and Zoho Checkout. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannotzoho subscription
Hello, I have to use zoho subscription customer create API in my asp.net core application. Can you please guide me how to user server-based application OR self Client to generate access token inside asp.net core application.So that the access_token usedSubscription Plan billing wrong amount
I have created a plan that bills customer every 1 year. However when customer makes payment, the amount charged is the price i set divided by 12, which means they are being charged monthly rate for an annual payment plan. Issue occurs when I set the CalendarZoho Subscriptions and Google Analytics
Hi, I have been trying to find out where does the google analytics appear in zoho subscriptions after i put in my GA code. But there is notting to be found. Hope anyone can help. Thanks.Using Items from Books as product/plan Add-Ons
Hey, It'll be great to use Items from Books as product/plan Add-Ons. EdFailed Payment - Update Credit Card Info from email without logging in
When a subscription payment fails and the customer receives an email notification about their failed payment, does the customer need to log-in to be able to update their credit card information? Or can they just click a link from the email that automaticallyBIG FAIL in currency for plans makes Zoho Subscriptions totally useless for me.
I am totally blown away that I cannot create plans in US Dollars. We are based in Costa Rica and use Zoho books. Our base currency is the local "Colon", but we invoice all of our customers on a regular basis in Dollars. The exchange rates are all automatically accounted for via a live feed. Now, we are going to start offering English classes throughout Latin America and eventually on a global scale, but now I am told it is not possible to create plans in US Dollars. In my eyes that is a BIG FAIL.What's New in Zoho Subscriptions – August 2021
Hello everyone, This month's updates focus on enhanced trial management for your customers' subscriptions. Here's what's new: Immediate Trial to Live Conversion from the Customer Portal You can now allow your customers to convert their Trial subscriptionsNext 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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