Save 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 theyCustom 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?Email 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?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.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? ThanksPause/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 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 amountsAbility 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 moregruppierte Rechnung nochmals erstellen
Szenario: Ein Kunde hat 2 Abos die durch die Gruppierungseinstellung in einer Rechnung am 1.3. an den Kunden gesendet wurde. Jetzt stellen wir fest, das in dem einen Abo ein falscher Artikel berechnet wurde. Die Rechnung muss storniert werden. Eine neueCopy one zoho organization data and configuration to another
Hi, I am using zoho-subscription and zoho-invoice for my application. Right now application is deployed and being used by some customers. Now I have a requirement like I need to copy all data(subscription and invoice) and configuration to a newly created zoho organization. How can I achieve this by not losing any existing customer data. I knew that we can copy configuration of one organization to another while creating new one. Any suggestion on how to copy both data and configuration? Please help.Contact Us Option
Hi we have a number of subscription plans for our product with the highest tier being a ‘Contact Us” for pricing. How can I achieve this in Zoho Subscriptions? Ideally we want to embed the subscription in our web page.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.Sortierung der Pläne/ Tarife im Produkt
Gibt es Überlegungen eine Sortierung oder Suche der Pläne / Tarife anzubieten? Derzeit wird nach Anlage der Tarife sortiert. Bei über 30 Tarifen muss eine eine Sortiermöglichkeit oder Suche geschaffen werden.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 seeSelling online subscriptions product with customer login
Hi, I have a question about selling online subscriptions with Zoho Subscriptions. Let's say I'd like to sell Matomo analytics with a monthly rate. I can set up a Zoho Subscription plan and host the payment page on my website. But how can I connect theReporting for tax form 347 for Spain: statement of operations with third parties
Form 347 in Spain is an annual informative statement which lists all operations with customers and/or suppliers, provided that the total amount of the operations exceeds the annual amount of € 3,005.06 (including VAT). The statement of operations withTips 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,URGENT Find Tax ID in Zoho Subscriptions for API
Hi Where will i find my Tax ID in Zoho Subscriptions? Thanks!Community Learning Series | Digest #8 - January 2021
Dear customers, We're happy to bring you the next edition of our #CommunityDigest, the first in 2021! A new year always brings with it hope and excitement, and we'd like to start its first edition with some good news. Zoho Subscriptions won IDC's 2020Zoho Subscriptions 2021 Recap
Charging Customers via API
I am having an issue figuring out how exactly to best handle my senario. What I want to do: Customer signs up on my website. I want to take all customer and payment information on my website. Then in the call to Zoho Create New Customer Add Subscription To Customer Charge Customer via Stripe for the first invoice that would then be created and mark that invoice as paid. I would also like all subsequent payments to automatically be charged and the invoice just emailed after it is charged. Via theApplying $100 credit to auto collect accounts
Hi As part of our business, our customers can give us vouchers valued at $100 that they receive from the government towards their children's sport. We then collect this $100 from the government and wipe $100 off their fees (their subscription). TheyIntroducing: Pause and Resume subscriptions with Zoho Subscriptions
Dear customers, Zoho Subscriptions now allows you to pause and resume the subscriptions. This feature has been in beta for a while and we are releasing it for everyone now. This feature has been requested by our users who belong to different industries. Consider this scenario where you are running a coaching institute. There might come a need to freeze the subscription during the vacation time. If you run a box business supplying goods on a monthly/quarterly basis, your customers might want to putDiscount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of the addon. This is not ideal, however, as it does not show anywhere on the invoice that a discount has been applied for that line item. There are two possible solutions to allow line item discounts: 1) Allow users to enter a negative amount for plans/addons.RBI's new guidelines on collecting recurring payments
If you are a business owner in India that is dependent on collecting recurring payments from your customers - either monthly or yearly, this post is significant for you. The RBI recently introduced a new regulation for banks to once again authorise mandatesHow To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,BECS Payment's VIA Stripe
At the moment if we want to accept a BECS (Bank account) payment in Australia via Zoho subscriptions you have to use GoCardless which unfortunately has a rather high cost of acceptance. Stripe already has BECS payments built in, it would be great if weUpdate 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 pluginNext Page
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What'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 amountsTips 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,Community Learning Series | Digest #8 - January 2021
Dear customers, We're happy to bring you the next edition of our #CommunityDigest, the first in 2021! A new year always brings with it hope and excitement, and we'd like to start its first edition with some good news. Zoho Subscriptions won IDC's 2020
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Most Discussed Topics
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?Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?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."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.Billing
Is there anyone to contact for merchant billing questions?
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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