Update 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 pluginInvoice 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).Prepay 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 setupSearch API for Zoho Subscription
I am unable to find "search" API for Zoho subscriptions at https://www.zoho.com/subscriptions/api/v1/#introduction Can someone help?What'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 changesCreate 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.SenthilRajanAuthtoken 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. UPDATEHide/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.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?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 capturingPhone 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 canZoho 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.Transitioning 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 CalendarImport subscriptions
Hi, Is there a way to import subscriptions from another company?Zoho 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 subscriptionsConverted 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 ofhow to authenticate Customer in the organization?
Hi, I have my zoho subscription account. I created organization where I added product with some customers. Also my launching site contains login page. Where this customer need to authenticate. Is there any APi which is use for authenticate the customersZoho Subscription: You are not authorized to perform this operation
I am new to zoho integration and trying to integrate with subscriptions (https://www.zoho.com/subscriptions/api/v1/#introduction) I created apiauthtoken using https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoSubscriptions/subscriptionsapi Now I am using that token to see all my orgnization using GET request to below url: https://subscriptions.zoho.com/api/v1/organizations Headers: Authorization Zoho-oauthtoken [apiauthtoken GENERATED_FROM_ABOVE_URL] oauthscope: ZohoSubscriptions.settings.READTransitioning to Zoho Subscriptions with ACH Payment
As we are trying to transition to Zoho Subscriptions, we are wondering whether Zoho Subscriptions can handle our existing workflow regarding ACH Payment. We currently have: 1. One of our partners input a deal with a customers ACH information. We onlyTips 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 to use credit card collected on renewal for future scheduled payments of subscription.
In our business, the first payment that a customer makes will very often be via a check. We offer a service for a year for that payment. After one year, we want the customer to be able to renew their subscription with us from the portal, but in renewinghow 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.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?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? ThanksNext Page
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Announcements
What'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. UPDATEAuto-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 cannotWhat'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 subscriptions
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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 plugin
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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