how to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.Import subscriptions
Hi, Is there a way to import subscriptions from another company?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.FREE Zoho Subscriptions Webinar - Overview & Best Practices
Hey everyone, Our monthly overview and best practice webinar for July is on Zoho Subscriptions. In this hour-long webinar, we will do a general overview of Zoho Subscriptions and cover best practices when using this application. There will be a liveTip #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'sRecording payment: "Mode of Payment" and "Deposit to"
We mostly get our payments automaticly via Stripe, but we still have quite a few payments which must be recorded manually. How do we set up that when we choose "Mode of Payment"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Mode of Payment"= Check, then "Deposit to" is automatically set to Undeposited Cash etc, etc. Must be some kind of setup to make this work. How?BIG 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.Converted APIs to OAuth but still receiving Authtoken warnings
We converted all of our API calls to OAuth, yet we are still receiving the "Replace Authtokens with OAuth immediately" notification when logging into Subscriptions. The API Usage Dashboard shows several transactions, all being processed at the top ofInvoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).How Do I Not Require a Credit Card on Hosted Payment Page
Your own marketing says that requiring a customer to enter a credit card for a trial reduces the chance that people will sign up. I can't find any way to not require the user put in a credit card. This should be an easy setting. The only references I see in the forum say that you can't use the hosted payment page. This is such a basic feature that this makes no sense to me. What is the workaround? If there is no way to not require the credit card, I would have a free trial as a plan but I don't seechange subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.Zoho 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? ThanksUsing Items from Books as product/plan Add-Ons
Hey, It'll be great to use Items from Books as product/plan Add-Ons. EdNew 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 onCustom 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?Zoho Subscription & Zoho CRM
Hi team, I need your assistance with Zoho CRM & Zoho Subscription. I want automation in the contact module, I want when new contact gets created in CRM it should send to Zoho subscription and automatically selected plan assigned to that contact and startWhen Creating a Subscription with a Future Start Date Does Credit Card get Authorized on Submission?
When we use Zoho Subscription Hosted Payment Pages, and we set a start date to a future date, does the credit card still get authorized on the submission? Will the Credit Card only be authorized when the start date actually comes around?Making more than 1 change in Subscription creates a problem
We have monthly subscriptions that are updated more than once a month. Once we make a change for the incoming month and try to make a second change we run the risk of losing the original changes if we don't first make a note of the new changes so we canAuthtoken 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. UPDATEIs location based subscription pricing possible?
We offer a range of different membership packages and the monthly price is different for customers dependant on their location in the country. London customers pay a higher price than those in Scotland for example. Is there a way of setting up subscriptions so that only pricing (subscriptions) that are available in the customers location is shown to the customer service staff using the system or the customer via a portal?Tip #8 : Implement metered billing with Google Sheet
Hello everyone, We've 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 integrating online form builders with Zoho Subscriptions. This week, we will be looking at how you can implement metered billing in Zoho Subscriptions with Google Sheet. Business Scenario: Metered Billing is the concept of charging your customers based on their usage of a product of service. With Zoho Subscriptions, youSend notification when attachment is added to customer record
Hi! We're currently in the process of implementing a workflow in Zoho Subscriptions. We are already using Books, CRM and Desk as well. The thing I can't seem to find is a way to trigger a customer notification email whenever a file attachment is addedPrice 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..Minimum period for a plan
I submitted this as a request, but I think its actually a question: how can I set a plan so that is is billed monthly, but has a minimum term of 3 months, i.e. cannot be cancelled by the subscriber within the first 3 months, after that it moves to monthlyUsing the API to list all subscriptions for a particular customer id
Hello We are in the final process of evaluating zoho subscriptions and plan to write our own customer portal where each of our customers can log into our site and view all their zoho subscriptions, invoices, next invoice amount etc... Because Zoho Subscriptions only allows up to 10 auth tokens, we planned on using one token for all of our customers and just filter the API data by a specific customer id. Is it possible to make API calls like list subscriptions, list invoices etc... for a specificI can't import invoces because of file's size limit
Hi guys, I wanted to integrate CRM with Subscription but couldn't do it because of the difference in base currency between Zoho CRM and Subscription. I was told to create a new organization and import the documents I backed up from my current organization.Email Marketing - Zoho Campaigns Integration
Dear developers, In order to keep our past subscribers up to date with our products and services, we need to be able to keep a database with the customers that are no longer subscribed to our plans. It would be great if we can integrate Zoho Campaigns with the "no-longer-subscribers" customer list. Is there any way to achieve this (maybe using Flow?)? Are there any plans for integrating Zoho Campaigns with Zoho Subscriptions? Best, NagoreWhat's New in Zoho Subscriptions - April 2021
Hello everyone, Zoho Subscriptions has new updates which make it easy for you to comply with local regulations, as well as features that can help you save time. Read on to learn what's new in April. Support for Mandatory HSN codes/SAC (India Edition)Creating Workflow in Zoho Subscriptions to trigger in zoho creator APP
Dear All, I have a Zoho Subscriptions instance that I am using to capture subscription payment from my customers. The payment is for use of an App created in Zoho Creator. I want a way so that if customer payment has not been received 14 days after theIMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurringCreate invoices for subscriptions which have already started
Hello, often our customers start using our software immediately after the signup up, until we sign the contracts it will take some time and after signing the contracts we issue an invoice. So subscription start is lets say 1st of August 2018 Invoice will be issued today at 21st of August 2018 The invoice has a recurring plan and a one time setup fee Now I create the subscription and tell him subscription start date is 1st of August 2018 - as soon as I select a date which is older then today I getCustom trial period for plan not working when creating subscription through API
I'm trying to set a custom trial period when creating subscription using API (POST /subscriptions) This is my payload: 'customer_id' => 'xxxxxxx', 'plan' => [ 'plan_code' => 'xxxxx', 'setup_fee'How to automate invoicing when deals are closed
Hi guys, At this moment, we're planning to create quotes in Deals that are assigned to accounts. When those quotes are accepted and deals are selected as WON(%100), I want the Zoho subscription to invoice automatically regarding that quote. We're a SaaSIntroducing 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 toWebhook for product and plans updates?
Hi... There are no webhooks for product or plan updates ???What's New in Zoho Subscriptions — May 2020
Hello Everyone, We hope you're safe in these trying times. COVID-19 has taken a toll on many businesses, and to show our support for our customers, Zoho has put together some relief measures to help businesses stay afloat. At Zoho, we're working from home, but this hasn't stopped us from updating Zoho Subscriptions with the features you need. Here's what's new for May: More Actions for Bulk Updating Subscriptions Save time when updating multiple subscriptions! The bulk update feature now lets youNew Subscription Email Notification
Hi there, hoping I can get an answer please to my question, relatively new to Zoho Subscriptions :) I am creating a new subscription. Have tested in demo company area, and 2 email notifications get sent; 1 for the invoice, and 2 for a new subscriptionResend Invoice to New Email Address
Hi there, I have created a new subscription in Zoho Subscriptions. I received an email response that the email address has changed and need to resend to alternate email address. I have added the new email address to "Customer". My question is, how doTips 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,How do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?
How do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?Next Page
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Announcements
Tip #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 onAuthtoken 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. UPDATEWhat's New in Zoho Subscriptions - April 2021
Hello everyone, Zoho Subscriptions has new updates which make it easy for you to comply with local regulations, as well as features that can help you save time. Read on to learn what's new in April. Support for Mandatory HSN codes/SAC (India Edition)IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
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Converted APIs to OAuth but still receiving Authtoken warnings
We converted all of our API calls to OAuth, yet we are still receiving the "Replace Authtokens with OAuth immediately" notification when logging into Subscriptions. The API Usage Dashboard shows several transactions, all being processed at the top of
Sticky Posts
Tip #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 toZoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing
Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,Introducing: SMS notifications via Zoho Subscriptions
Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.
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