Is it possible to send invoices to clients before their renewal date and is it possible to implement an invoice review process?
Hello, All of our clients are on yearly plans and are paying us via Purchase Orders with varying terms. In order to ensure we are receiving the payment prior to their actual contract renewal date, we are sending them a renewal invoice 3 months prior toCustomize the schedule of creating invoice
Hello Can I customize the time when an invoice is created? For example for this situation: Customer's subscription ends on August 31st 5 days before the end date of the subscription, we inform that he must renew the subscription. It would be nice at thisYearly payment discount in template
Hi, In Zoho Subscriptions, I don't find a way to configure a yearly payment discount for the clients & make it appear in the pricing table template. Does this feature already exists? Best, LoïcLooking to Switch to Zoho Subscriptions but need help understanding a few items
We are looking to switch to Zoho Subscriptions. I have spent a few hours looking through the documentation and some videos that gave a good breakdown of the Zoho Subscriptions. But I have a few questions that I could not find answers to. If anyone could provide some guidance/clarity, I would greatly appreciate it. 1. If a user has an active subscription, is there any way for us to allow that user to upgrade to another subscription within the customer portal? 2. Can we input additional informationEinkauf von Abonnement
Wir verkaufen Abonnement an Kunden und kaufen die bei Lieferanten ein. Welche. Prozess empfiehlt Zoho für den Einkauf von Abonnements vor?You are not a part of any ZohoCRM service orgs. Please remove the scope to generate the token.
I am at the very beginning of trying to access some of the Zoho info in my C# client. I have registered my app as a self-client and now I am trying to get a token generated with scope "ZohoCRM.modules.ALL". I get an error: Generate Code You are not aTiming of Real-Time SMS / Text and Email Notifications
I use Subscriptions to run my medical business (membership based health clinic). It works great. We also have integration with Twilio to send SMS messages when financial transaction happens. Similarly, customers also receive email messages. In general,Price 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..Need ability to specify start date of new subscription when renewing expired subscription
Hello, We have many subscriptions that are billed offline in Zoho Subscriptions. We often let a subscription expire while we renegotiate new terms/rates with the client. All of our contracts begin on the 1st or 15th of the month. Once the negotationWhat's New in Zoho Subscriptions - July 2022
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, such as customer-level consolidation and the ability to localize your product prices. Here's what's new: Customer-level Consolidation (Early Access) TheCan I Pass customer_id to hosted payments page to avoid duplicate customers?
I have APIs set up so when a person/business creates an account on my website a new customer is created in Zoho Subscrions and I get the Zoho Subscription customer_id from the response which gets added to a custom field on my website. When a customerHow to manage a Customer already suscribed ?
I try to do the following DESING A FREE TO TRY PLAN, This is what I did 1. Create a FREEPLAN with PRICE 0 and 1 month duration 2. Suscribe A New Client with this FREEPLAN it works Ok When I use the product URL to suscribe the client to a NON FREE PLAN,South Africa: Payment Gateway and Accounting Integration
Hi there, has anyone successfully integrated Zoho Book or Zoho Subscription within a South African environment? Would love to use the Subscriotions option but with Sage One and with a South African friendly payment gate way, but no such luck.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?Portal: Spalte Einheit fehlt, Spalte Diskont
Im Abonnement wird eine Einheit pro Tarif angegeben. diese Spalte sollte im Portal auch ausgegeben werden!! Die Spalte Diskont hingegen sollte nur dargestellt werden, wenn ein Diskont gegeben wurde. So fragt sich jeder Kunden, es gibt auch Rabatt? DasZoho 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? ThanksAny way to Create Customer facing Custom Buttons within Subscriptions in the Customer Portal?
In Zoho Subscriptions, we can create custom buttons and allow our staff to interact with those custom buttons. Is there any way or any plans to allow a custom button to be assigned to the customer so that the customer can click it from within the customerhow 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.Search 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?Integration Subscriptions - Modulbezeichnung, Spaltenbreite, Spaltenbezeichnung
Bei uns wird das Modul "Zoho Subscriptions" angezeigt. Die Modulbezeichnung sollte man umbenennen können Hinter der Modulbezeichnung sollte die Anzahl der Datensätze angezeigt werden Die Spaltenbreite muss insofern optimiert werden, so dass DatumsfehlerZoho Subscriptions & Zoho CRM Products
Hi, Why are my Zoho Subscriptions Products are not available in Zoho CRM Products ? Therefore, it means that I can not generate a quote from CRM & validate the sale + subscription invoicing through Zoho CRM ? It completely breaks the Zoho ecosystemMapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicateWhat's New in Zoho Subscriptions - June 2022
Hello everyone, We've made updates to Zoho Subscriptions that help you handle taxes and compliance better, along with a highly requested enhancement to calendar billing. Here's what's new in June: Billing Months for Calendar Billing (Early Access) TheResend 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 doEvery Time Creates A new Customer when a subscription purchased
I am using the Zoho subscription. I need help with the following. 1. Every time a customer subscribes to each and every plan with the same email address it is creating multiple customers with the same email. This is the problem we see the same customerSave embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how theyEmail templates: Portal Invite & Password Reset
I'd like to customize the content for the portal access and password reset emails. However, neither of those are listed in the Email Notifications area in Settings. Can they be edited?Custom Fields for Subscriptions in Customer Portal
We need to be able to display a custom field for a subscription in the customer portal. If the custom field is a URL we need to be able to allow the customer to click the URL from the portal. Ideally, we can have a text string that is what is clickedBilling
Is there anyone to contact for merchant billing questions?Zoho Subscription Country data not passed to Analytics
Hi, can anyone help with this? The country data from Zoho Subscriptions were not all passed to Zoho Analytics. How can I troubleshoot this?Adding Subscription to an Existing Customer - Subscriptions API
Good day, Please I am trying to add subscription to an exiting customer, so I send the customer ID along with other request parameters. but I get the error message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer."Feature request: Bulk void/delete invoice in one go for specific customer/subscription of the customer
Hi Team If Customer C, has Subscription S and have 20 invoices one wants to void, it is tedious task. Easy way is to have small checkbox (multi select) for selecting multiple invoices and void them in one go. (Same can be applied to Delete invoices and/or mark it open). Thanks.Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?Need help registering a Opmanager
I need to register the attached license files for Opmanager. I am unable to find the "register" button to get this done.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 accountantCan a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?API 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 ofNext Page
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What's New in Zoho Subscriptions - July 2022
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, such as customer-level consolidation and the ability to localize your product prices. Here's what's new: Customer-level Consolidation (Early Access) TheWhat's New in Zoho Subscriptions - June 2022
Hello everyone, We've made updates to Zoho Subscriptions that help you handle taxes and compliance better, along with a highly requested enhancement to calendar billing. Here's what's new in June: Billing Months for Calendar Billing (Early Access) TheWhat'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 ZohoWhat's New in Zoho Subscriptions - March 2022
Hello everyone, This month's updates pack a punch! From highly requested features, to those that can elevate your subscription management in general, here's what's new in March: More Control Over Proration Proration is when subscription invoice amounts
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You are not a part of any ZohoCRM service orgs. Please remove the scope to generate the token.
I am at the very beginning of trying to access some of the Zoho info in my C# client. I have registered my app as a self-client and now I am trying to get a token generated with scope "ZohoCRM.modules.ALL". I get an error: Generate Code You are not aCan I Pass customer_id to hosted payments page to avoid duplicate customers?
I have APIs set up so when a person/business creates an account on my website a new customer is created in Zoho Subscrions and I get the Zoho Subscription customer_id from the response which gets added to a custom field on my website. When a customerIs it possible to send invoices to clients before their renewal date and is it possible to implement an invoice review process?
Hello, All of our clients are on yearly plans and are paying us via Purchase Orders with varying terms. In order to ensure we are receiving the payment prior to their actual contract renewal date, we are sending them a renewal invoice 3 months prior toTiming of Real-Time SMS / Text and Email Notifications
I use Subscriptions to run my medical business (membership based health clinic). It works great. We also have integration with Twilio to send SMS messages when financial transaction happens. Similarly, customers also receive email messages. In general,Yearly payment discount in template
Hi, In Zoho Subscriptions, I don't find a way to configure a yearly payment discount for the clients & make it appear in the pricing table template. Does this feature already exists? Best, Loïc
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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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