Adding a card details for newly created subscripion using API?
Hello, I am creating a new customer and his subscription through API. I want to create a recurring payment for this subscription that are automatically deducted from customer card. and for this i want to add customer card details for payment using API. So how can i do that? and also how would i update card information through API after the card added to that subscription
Reporting on Cancellation Reason and Notes Fields
I'm trying to find a way to generate a list of cancelled subscriptions that includes the cancellation reason and the notes field from the subscription and am running into a road block. Here is what I have tried: Reports in Zoho Subs - can get reason from churned subs reports, but no notes. Zoho Analytics - can't seem to get either field Zapier - reason and notes doesn't seem to be available Any ideas on how I can get this data?
Confirm plan_code property is included in the response for the get list subscriptions API
We are using the Zoho Subscription API to get a list of subscriptions filtered by customer_id. However, when I read the example response in the documentation (https://www.zoho.com/subscriptions/api/v1/subscription/#list-all-subscriptions), I don't see
Custom 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?
Import subscriptions
Hi, Is there a way to import subscriptions from another company?
Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I just
data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }
When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 character
code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID'
I am trying to make a request in order to create the subscription, I have sent the customer_id and the plan details but I am getting this error data: { code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID' }
Ability to Clone, Copy, Duplicate a Subscription
Hello, our subscriptions have many add on items all of which contain different quantities of those add ons for each different customer. It takes a lot of time to create each new subscription by adding all of the add on items one by one. It would be more
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? Thanks
Is there a way to add a negative unbilled charge for a cancellation mid month?
Is it possible to add any sort of refund billing to invoices when working with deactivations in the middle of a billing cycle? Currently we use a lot of automation for our billing, and one issue is dealing with customers who cancel mid month, we want
Zoho Subscriptions -- Zoho Commerce integration
Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
Mark subscription is `unpaid`
Currently, we need to mark a subscription as 'unpaid' in Zoho subscription, however I can't locate a place to do so. Can we create a new subscription with the status 'unpaid' or label an existing subscription as 'unpaid' in Zoho subscription?
Tax Inclusive Price on Subscription Products
I am wondering if there is a way to add prices including VAT. When I add a new subscription plan I want to be able to add the total price including VAT. I have a subscription plan that is €15/pm incl VAT. To add this excluding VAT is an odd number like
Zoho Subscriptions
For a subscription, is there any way to push updates to a subscription form API as unbilled charges, but show immediate change on the invoice? We often will have customers activate multiple devices per month, and invoicing each additional device separately
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Create subscription with Addons from webform
Hi - I'm hoping someone can help with an issue we are having trying to setup a webform to create subscriptions. In an ideal world we would use the zoho subscriptions hosted payment page to allow the customer to enter their details and set the {subscription
HTML for email templates - where's the reference documentation????
I put HTML into a crm email template and it makes it through to gmail perfectly. Put that same HTML into Zoho Subscriptions and it severly pukes. Why the h#77! can't this "common" capability be shared between the solutions???? Why is there no HTML reference for zoho email templates. Can anyone point me to a credible reference document/guide?
Zoho 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 contain
Historical Records when customer email address changes
When an email address is changed on a customer record, all past invoices for subs under that customer now show the new email address instead of the one it was originally sent to. This makes it very hard to put together a history of account. Do the related
API - Create A Credit Note -
Hello, I'm calling the following: https://www.zoho.com/subscriptions/api/v1/credit-notes/#create-a-credit-note but I receive the following error: { code: 12020, message: 'Item name or description is mandatory' } Here is my call const data = { customer_id:
What's New in Zoho Subscriptions - June 2023
Hello everyone, This month's updates bring a new edition, a new payment gateway integration and some report enhancements. Here's what's new: Individual subscription metrics in the MRR report The MRR report provides insights into your monthly recurring
Creating Hosted Subscription Page with Trial via API
I am able to successfully create hosted subscription pages via API. However, when I add the parameter "trial_days" and set it to 30, it is not being respected when the hosted page is generated. Is there something else that needs to be set for trial_days
Offline Payments - Refund
What is the correct process to refund an offline payment? I want it listed in Zoho Subscriptions as a refund for my reports, but not for an actual payment as that is handled offline. Do I create a credit note, then refund that? Thanks
Multiple languages for hosted pages, etc.
Hello Team, I want to create hosted pages, invoices, email notifications, etc. with several languages in order to swap them in function to the language browser of the customer or his origin. It this possible? because I cannot find any choice in order to do that. Kind regards.
Webhook Event for pending subscription changes
Hi there! I am updating a subscription by using the API. I am making changes (increasing addon quantity) with end_of_term = false. I want to setup a Webhook to catch this event but I can not find any predefined event for this case. Also I can not find
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Send 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 added
How do you turn off Welcome email in Subscriptions?
When we create a subscription it sends out a welcome email. Is there a way to turn that first email off and only have the Reminder email 30 days prior to the yearly renewal date go out? We know how to turn the Reminder emails on, but we don't know how
What's New in Zoho Subscriptions - April 2023
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, like credit notes in the Customer Portal and record locking. Credit Notes in the Customer Portal You can let your customers view and comment on their credit
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
error code 57 - when trying to use api to buy addon
Creating a way for people to buy addons through an embeded app and the post request is returning permission error, however according to the api documentation I have the required permissions. Scope: {"scope":["ZohoCRM.modules.ALL","ZohoSubscriptions.plans.READ","ZohoSubscriptions.products.READ","ZohoSubscriptions.addons.READ","ZohoSubscriptions.hostedpages.READ","ZohoSubscriptions.subscriptions.READ","ZohoSubscriptions.subscriptions.CREATE"],
Adding non-Indian billing address for my Zoho subscription
Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh
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 see
Updating Subscription Custom Field with invokeurl Not Working
I'm trying to follow the API instructions as per this documentation: https://www.zoho.com/subscriptions/api/v1/subscription/#update-custom-fields // Copy reference number to the PBX Domain custom field params = '{"label":"PBX Domain","value":"string"}';
Hosted Payment Pages in different currencies
Hi, creating an app that has links to the hosted payment pages from subscriptions. how would I make these display the prices in other currencies. Need to be able to display Pounds, Euro and Dollars which currency is used and displayed will be chosen by
Add another email (CC) to Invoice and Email notifications.
I am reaching out to inquire whether it is possible to add a second person in the CC section of the email for invoice and estimate notifications in Zoho. Currently, I am able to select a second person only when sending the invoice manually, but I would
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Subscriptions Integration with CRM - Duplicate merge and sync pointing to the wrong customer
Hi everyone, We have the integration set up between CRM and Subscriptions. A while ago, we merged a bunch of customers in subscriptions. Now, the integration sync between CRM and Subscriptions sometimes updates the customer that became inactive during
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