Zoho subscriptions: How do I support annual commitment scenarios
I have a plan in my product where I need users to do annual commitment billed monthly though. How can I support this scenario in zoho subscription through APIs? I'm thinking to create a plan with monthly billing cycle and cycle expires after 12 months, and no option to cancel before this? Is there a better way to do this?Is Subscriptions missing automatic billing after credit card updated on the 3rd retry attempt?
Zoho Subscriptions has Retry Settings that works in many cases. For example, if the payment fails, Zoho Subscriptions will send out the first failure notification and then give the customer X days to update their credit card before automatically tryingI want to test some payment subscription with a test credit card from stripe
I have a test customer and place https://stripe.com/docs/testing#international-cards test credit card number to the Add New Card in subscription.zoho customer page. After I added, the test card was declined. Am I missing something?Current state of SCA compliance in Zoho Subscriptions
Strong Customer Authentication (SCA) is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways. SCA, as detailed in PSD2, was scheduled to go into effect from 14 September 2019, however, your local government may have extended this deadline. Note: SCA is applicable to payment gateways throughout the European Union (EU) and European Economic Area (EEA). Are payment gateways in Zoho Subscriptions SCA complaint? We've worked to ensure thatCommunity Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so thatSetup Fee & Multiple Subscription Checkout Questions
I'm trying to use the embedded widget and running into 2 major hurdles which are show stoppers for me: 1) I have a setup fee that is charged based on the quantity of the subscription. For example, $10 setup fee per 1 subscription. If the customer adjustsCommunity Learning Series | Digest #6 - October 2020
Dear customers, We're happy to bring you the October edition of our #CommunityDigest! This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to whereAPI Subscription trying to change current subscription product
I want to upgrade/downgrade existing subscription to another PRODUCT PLAN. Example: Currently USER is subscribed to PRODUCT “BASIC” and PLAN “Yearly”. I can switch PLANS (upgrade/downgrade) inside the same PRODUCT, that's fine. But if I want to change USER PRODUCT PLAN from PRODUCT “BASIC” and PLAN “Yearly” to PRODUCT “PREMIUM” and PLAN “Yearly” I receive a ZOHO error saying CODE “107210” and MESSAGE “Specified plan is not allowed.“. I tried with different product plans, monthly and early. If thisTip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you canWhat's New in Zoho Subscriptions - October 2020
Hello everyone, From sending out automated SMS notifications to staying up-to-date with your subscription metrics on the move, this month's update brings features that can keep both you and your customers notified about activities in Zoho Subscriptions. Let's dive in. Introducing the Twilio SMS Integration You can now integrate Zoho Subscriptions with Twilio to send your customers automated SMS notifications about new invoices, payments, and payment reminders. Learn more. Invoice Attachment Preferencesget customer by email or any other parameter
How to search through customers by their email ids?Community Learning Series | Digest #5 — September 2020
Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here'sCancelling a subscription in Dunning
We have a situation where a cancelation did not get processed before the next invoice went out. THe sub is in dunning and we need to void the invoice and and cancel the subscription. How can I acheive this? Void the invoice and cancelling the sub both result in the error that it cannot be done while sub is in dunning.How to implement volume-based plan pricing in Zoho Subscriptons?
If I cannot coerce any of the existing Zoho pricing models to fit our own, can I instead collect all the customer and product quantity details myself and pass to Zoho (using the API) both the customer details and the final per-user/per month cost or must the final pricing info be calculated by Zoho based on its knowledge of some fixed plan/pricing? I was told that I could offer volume pricing using addons but I cannot see how to do that in a manner that is transparent to the customer (they're notWhy Pricing scheme is to defined only with Addons and not with Plan?
I am unable to understand, why don't we mention 'Pricing Scheme' like Tier, Volume etc. while 'Creating Plan' itself. Why is that it is mentioned while 'Creating Addon' only and then associated with the Plan. Is it not possible to 'Create a Plan' by defining the Pricing Scheme with Plan only? Can someone clear the analogy regarding this.Getting Data into Email Templates - ugh
OK, I'm trying to setup a consistent email experience and I'm finding an issue. My need: Days Remaining Until Renewal I am setting up a 1 year renewal period. In that case, it would be useful to the end-customer to know how many days are remaining rather than have them do the mental math. There is no field available for this. Would be great to see it as part of the data-set. But I can think of many reasons why it is a bad idea to add this data element. So I respectfully request..... "PleaseAutomatic login options for customer portal
The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we have an option to do this using the APi or something similar?Member Portal with Subscriptions
We are a subscription box business using Zoho One. How do our members login to make changes to their subscriptions, contact details, etc. Is there a portal? If not, what should we do to create one? Also, we must be able to customize the portal with tabs and custom fields. Finally, we need form and survey information to show up in the portal with some items editable and others read only. I really need this information soon. Thank you! PaigeCommunity Learning Series | Digest #4 - August 2020
Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly youIs it Possible to Hide customer fields from payment hosted page, but show fields in customer portal
Hi Zoho team, When a user creates a subscription through our webiste, we also create a deal in Zoho CRM. When the deal gets created in CRM, there are a lot of custom functions that set different kinds of fields. Once those fields get calculated, we want to pull those values in through a webhook and display them in the customer portal. The problem is that, as far as I can see, we cannot hide fields in payment hosted page, but then show those same fields in the portal. WHY? This seems like a bad limitation.What's New in Zoho Subscriptions - August 2020
Hello everyone, This month's update brings features that streamline your everyday usage of Zoho Subscriptions. Let's dive in. Share Hosted Payment Pages Easily The new share pop-up for hosted payment pages lets you quickly generate a URL for a hosted payment page, or an embed code to embed the entire hosted payment page as an iframe in your website or web application. The best part? The add-ons and their pre-filled quantities that you configure on this pop-up are part of the generated URL or embedChanging Subscription Starts On date
Is it possible to change the Starts On Date for a Subscription after the subscription and invoice have been created. For example: The plan is for 15 visits in 30 days. Customer signs up for a 15 visit plan on 1st of the month. Customer pays the invoice on the 5th of the month Customer visits the business on the 15th of the month I want the Plan to expire 30 days from the 15th not the 1st. One other complexity. The visit is recorded in Creator so an API is used to update the subscription.Community Learning Series | Digest #3 - July 2020
Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate mostIntroducing Stripe, Slack and 4 more extensions for Zoho Subscriptions
Connect Zoho Subscriptions to your existing payment gateways, accounting solutions, support desk software and more using extensions from Zoho Marketplace. Razorpay for Zoho Subscriptions Start accepting secure one-time or recurring payments online with ease by integrating Razorpay with Zoho Subscriptions. Razorpay also enables you to to accept credit card payments. Learn more Stripe for Zoho Subscriptions Integrate Stripe with Zoho Subscriptions and start collecting one-time and recurring onlineHow to pause a subscription/recurring order ?
Hello, I'm evaluating Zoho Subscriptions for a food co-op where members order a box of produce every week. The software that we're currently using allows members to set up a recurring order. Members can pause the recurring order when they don't want a box for a while and then resume it later. Is it possible to pause/resume a subscription ? Thanks Johnsingle invoice for 3 months?
Hi, i have a case that happen a lot in my business, which is: a customer subscripe for a service , and pay advance for 3 months. I should enable the monthly subscription for him and send him a single invoice (at date of start of the subscription) and a single invoice must be sent to him for 3 months. instead of sending an invoice each month, how can this be achieved?Zoho invoice my company with VAT...From NL to Spain, the invoice has to be WITHOUT VAT !
Hello, Can you please change this asap, as we are not complying with the law. Thanks in advance. MiguelVAT in Zoho Subsciptions
Hi, Is it possible to set a different VAT for each country the customer comes from? Best regards, ArneEuropean VAT in register
My company is in the European Union, and for the issue of invoicing with respect to value added tax, companies from another country other than the one that issues the invoice, if they are accepted as intra-community operators, are exempt from VAT. Is there any way to put a field for the verification of companies, directly when a company subscribes? https://www.agenciatributaria.gob.es/AEAT.sede/en_gb/tramitacion/ZZ09.shtml thanksCan I do usage based billing via API with Zoho Subscriptions?
Hi everyone, I was wondering if it's possible to bill a service like this with Zoho Subscriptions. We sell internet services which have a monthly charge, and then the customer pays for the data usage over that. The data usage bills as $10 for every 1GB they use, or every 1000MB. We basically would have 2 line items that bill monthly, with an example being: - Internet Monthly Service - $250.00 per month - Data Usage - $10 for every 1000MB used (billed in $10 increments ideally) The data usage wouldTips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge
This time, we'll be taking a look at how you can use Webmerge to create and send invoices automatically to your customers as soon as an invoice has been raised for them in Zoho Subscriptions. Our weekly tips and tricks help you get the most out of Zoho Subscriptions. Go ahead and check out our previous post about 5 features that are exclusive to Zoho Subscriptions' mobile apps, in case you missed it. How would this help you? Zoho Subscriptions provides customizable email and PDF templates that youMinimum transaction amount
Right now, if we put the renewal date on the 1st of each month, it seems like a customer who subscribe just the day before will have to pay for 1 day then need to pay again the next day to renew their subscription. Most system that allows this option will give you the option to say a minimum of days to the bill, so if it's below that number of day, it will bill the current month + the upcoming month. Example Number of days in the month: 30 Monthly Price: $60 Renawal day: 1st of each month Minimum"Invalid value passed for index" error
Hi I keep getting this error "Invalid value passed for index" in zapier when I am sending the data. what do you think is the problem :) thank you so much :) i am hoping for the fast reply :) thanks!Overdue Balance / Account Statement
I noticed that by default, when a customer receives an invoice, it does not contain any information about any unpaid balance due on previous invoices. Is there any way to enable this? Sometimes our customers do not pay for several billing periods in a row, and I would like a way to show them the total amount owing as it accumulates with each successive invoice. Thanks, EdwardZoho CRM active subscriptions view
How could I create separate view in CRM that'd be synced with Subscriptions? I have to create simple and reliable contact list of active members. Now we have a lot of dublicates and mess inside our CRM. Any suggestions? Native integration doesn't work.Early Restarting Billing Cycle
Is there a way to set the billing cycle to renew mid-cycle? i.e. we sell a data capped internet service which the customer can choose to renew mid-billing cycle if they use their data allotment. Rather than do metered billing where we bill monthly and include any renewals (that would create a lot of room for error on the accounting side) we are wanting to set their next charge date to the date of their early renewal and just reset their billing to that date. Ideally this means that they are on anCommunity Learning Series | Digest #2 - June 2020
Dear customers, We launched the #CommunityDigest series a couple of weeks back and received positive feedback on edition #1. Thanks for your support! We are glad to bring to you the second edition of our digest. 1. Upcoming Webinars [On-demand webinar] 6 ways to use a recurring billing tool as a customer retention system Watch Now 2. Tips and Tricks In the previous digest, we looked at implementing a "30-day money-back guarantee" strategy for your business. Here's your takeaway from this edition:Is it possible to have different pay periods for the same plan
Hello, Lets say that I have 3 plans for the same product, Basic, Pro, and Enterprise. I want to encourage customers to pay annually, but also to allow monthly charges and quarterly charges. The yearly price will be lower of course. If I do that using plans only I will end up with 9 different plans (3*3), and this is only one product. Do you have such a feature to allow various payment periods for the same plan? Thanks, OrenDefault payment gateway option in Zoho subscriptions
When My customer make payment using hosted page, payment is done through stripe payment gateway which I want to change to authorize.net. Where do i get an option to change default payment gateway.What's New in Zoho Subscriptions — June 2020
Hello everyone! We're back with new updates. This month, we've focused on features that provide payment flexibility to your customers and help bring more traction to your hosted payment pages. Both of which can be helpful during this pandemic. Read on to learn more. Partial Payments for Subscriptions with Auto-charge Enabled Your customers can now make partial payments for their subscriptions! Partial payments can be useful for collecting advance or good faith payments from your customers. Here'sNext 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
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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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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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