1. Partner/Reseller Purchase mode 

1. Log-in to your Zoho Developer account.
   
2. Select the app from the listed apps.
   
3. Click on Manage Upgrades from the side panel menu.
   
   
4. Click on Manage Customers. All the customers for the selected app will be listed down.
   
5. In the Customer Overview screen, click on the checkbox corresponding to the customer, and you will get three options.
   
1. UPGRADE HISTORY - To view the app version upgrade history for the customer.
   
2. MANAGE - To manage the subscription details.
   
3. REQUEST ACCESS - Te request developer access.
   
   
6. Click on MANAGE option for subscription management.
7. In the Subscription Details window, the DOWNGRADE and UPGRADE options let you increase or decrease the license count and storage. 
   
   
8. In the Subscription Details window, select the Change Plan option to change the subscription plan for the customer. A Change Plan screen will be displayed. Select the required plan, and click on Pay, this will take you to the Payment screen. The payment can be done via Zoho partner balance or . After payment and successful subscription, the partner can generate an invoice for the customer and charge them. 
   

2. Subscription API Mode

Scaling becomes challenging for the partner with regard to subscription management while using the partner/reseller purchase mode. As and when the customer base increases for the partner, manually managing each of the customer's subscription becomes tedious. The Subscription API mode can be used to get around this.

In this mode of subscription management, you can create your own customized pricing and payment pages for Vertical Solutions. This can be done using any subscription management software like Zoho Subscription, backed by a middleware application developed by the partner. This model allows customers to manage their subscriptions just like they would under the current subscription model, on their own. In this scenario, Zoho will bill the partner in the same way as in the Reseller Purchase model. The payment made by the subscriber goes directly to the partner's account. 

 When using the subscription API mode, the customer is the only one in charge of managing the subscriptions. Your custom or third-party page for subscription and payments is integrated to accomplish this. You can use subscription management software such as Zoho subscription for this. 

1. Log-in to your Zoho Developer account.
   
2. From the app listing page, select the app.
   
3. In the app console side menu, select Pricing  from the Package menu header.
   
   
   
   
4. Click on Create Plan to add a new plan.
   
   
5. In the New Plan page,
   
1. Enter a name in Specify Plan Name.
   
2. For Select Module, choose the modules you want to give the customers access to. Select the modules from the List of Modules list box and move it to the Selected Modules list box using the arrow button.
   
3. For Select Extension, select the checkbox of the Zoho App you want to include in this pricing plan.
   
4. Click Save.
   

1. Plan Code (Yearly): The identifier to use when creating a yearly plan for your product in your subscription management software.
   
2. Plan Code (Monthly): The identifier to use when creating a monthly plan for your product in your subscription management software. The format of the plan code is appdomain_planid_M.
   
3. Subscription APIs: APIs for ADD, MODIFY and CANCEL subscription. When the user creates a new subscription or modifies or cancels a subscription using the broker application, these APIs should be used to send details of the newly created subscription to Developer Console.
   

The following are common for all the plans.

1. ZAPIKEY: The key used to authenticate the response flow from the subscription management software to the broker application and the Developer Console.
   
2. Manage Subscription URL: The landing page URL of the broker application. This URL is for the GUI of your broker application where customers create, modify, cancel, and view subscriptions. While all other values are automatically generated when you create a new plan, you have to fill out the Manage Subscription URL once you have you have your broker application ready and hosted. 
   

After creating the plans in the developer console, you have to set up your Subscription Management Software and the Broker application. In the Subscription Management Software, create plans and associated add-ons using the plan and add-on codes already generated. You should also create webhooks to notify the broker application about subscriptions created, modified or cancelled by the customers.

The final step is to create a Broker Application for delivering subscription details from your Subscription Management Software to the Developer Console. Use the callback URLs generated in the developer console when you create each plan, for subscription requests. Host the application and fill out the URL of the landing page of the application in the Manage Subscription URL field in the developer console.

The objectives of the broker application are :

1. Provide a GUI for managing subscriptions
   
2. Fetch the subscription details from the Subscription Management Software
   
3. Send the subscription details to Developer Console This is done using the Subscription APIs.
   

 The Subscription Management Software contains the user details whereas the Broker application contains all the user details, plan details and subscription details, whereas the actions are initiated by the broker application. These actions include creating, modifying and cancelling subscriptions. You can find an example of how to integrate Vertical CRM with any third-party subscription service here.