Tips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge

Tips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge

This time, we'll be taking a look at how you can use Webmerge to create and send invoices automatically to your customers as soon as an invoice has been raised for them in Zoho Subscriptions.

Our weekly tips and tricks help you get the most out of Zoho Subscriptions. Go ahead and check out our previous post about 5 features that are exclusive to Zoho Subscriptions' mobile apps, in case you missed it.

How would this help you?

Zoho Subscriptions provides customizable email and PDF templates that you can send your customers. However, if you already use Webmerge to send documents to your customers for other services, you can learn how to do so with Zoho Subscriptions as well. This will help if you have a particular template in Webmerge that your customers are accustomed to and you'd like to maintain document uniformity among all the services that you provide.

Using Webmerge with Zoho Subscriptions

To use Webmerge with Zoho Subscriptions, we'll need to configure a document template in Webmerge and then set up a webhook in Zoho Subscriptions that can deliver data to Webmerge when certain events take place. Webmerge will then fill this data in your configured document template, which can be sent to your customers, if required.

Let's take a scenario where you want to use Webmerge to automatically send your customers an email notification with an attached invoice PDF as soon as an invoice has been raised for them in Zoho Subscriptions. To do this, you'll need to configure the following settings in both Webmerge and Zoho Subscriptions:
  1. Create/edit a document template in Webmerge.
  2. Configure document related settings in Webmerge.
  3. Configure the email content and delivery settings of your document in Webmerge.
  4. Copy the Merge URL from Webmerge.
  5. Create a Webhook in Zoho Subscriptions with the copied Merge URL.
  6. Map your fields in Zoho Subscriptions to the Merge fields in Webmerge.

These steps can be performed with ease. Let's see how:
  • Go to Webmerge > Documents.
  • Click New Document and enter a name for it. You can also choose an existing document and edit it.

  • Select a Document Type in the pop-up.
  • Choose the delivery method as Send Email.
  • Click the Document Builder tab to edit your document.


Here, you can edit your document and insert merge fields, which are placeholders that will be filled with the corresponding data from Zoho Subscriptions.


  • Click Save.
You can customize various document related settings like the name and output type from the Settings tab. In this tab, ensure that the status is set to Test Mode and mark the Save merge data for debugging box before saving.



Next, go to the Deliver tab to configure your email delivery settings. These settings are used to deliver the document to your customer as soon as the webhook has been triggered.



Once these steps are done, go to the Merge tab and copy the Merge URL. This URL will serve as the delivery address for the webhook in Zoho Subscriptions.



To configure the webhook in Zoho Subscriptions:
  • Go to Zoho Subscriptions > Settings > Automation > Webhooks.
  • Click + New Webhook.
  • Enter a name for the webhook and select the module as Invoice.
  • Select the Predefined Event as Invoice Created.
  • Enter the Merge URL copied from Webmerge in the URL & PARAMTERS field.


  • Click Save.
Now, your webhook has been configured in Zoho Subscriptions. The next time this webhook is triggered, it is necessary to go back to Webmerge to complete some final steps like field mapping. To do this:
  • Go to Webmerge > Documents.
  • Click on a document and go to the Overview tab.


Under the Recent Merges section, click View Data for the most recent merge.



This pop-up contains all the fields and their data contained in the webhook received from Zoho Subscriptions. Click a particular field to show the merge code, which is the name of the placeholder from Zoho Subscriptions.

These merge codes will have to be entered under their corresponding merge fields in the Field Map tab.



You're all set! The next time an invoice is raised for one of your subscribers, your configured webhook will be fired from Zoho Subscriptions and Webmerge will automatically fill in the corresponding data in your document template and send it to your customer.



Note: It's important that you disable similar notifications in Zoho Subscriptions to avoid sending your customers duplicate emails and notifications.

Have questions? Let us know in the comments below. We're always open to your suggestions and feedback.

Cheers,
Varun Steven
The Zoho Subscriptions Team

    • Sticky Posts

    • Tip #4 : Refer and Earn Workflow system for your Subscription Business

      Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

    • 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's

    • Tip #3 : Send SMS Reminders for your Subscription Business

      Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

    • Tips And Tricks - Announcement

      Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

    • Tip #6 : Accessing external URLs from Zoho Subscriptions

      Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

      • Recent Topics

      • Zoho Books | Product updates | July 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

      • Zoho Books | Product updates | August 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

      • Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

        We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

      • Quotes Approval

        Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval

      • Important Update: Facebook Pages API Deprecation

        Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affect

      • Adding a Deal to and Existing Contact

        I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically

      • Custom SMTP is now available in Zoho Sign

        Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you

      • Deleting a memorized email address

        How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

      • Email was sent out without our permission

        Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

      • Flexible Partial-Use Coupons (Stored Value Credits)

        Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

      • Prevent accidental duplicate entry of Customer Ordersome

        Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

      • Collapsing and expanding of lists and paragraphs

        hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

      • Migrating Brevo Automation Logic to Zoho Campaigns

        Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance

      • Is there a way to delete workspaces?

        I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?

      • New Custom View -Sorting the Custom fields

        While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to

      • Make CAMPAIGNS email look as simple as possible

        Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

      • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

        Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

      • Can I remove or divert certain contacts from an active Campaigns workflow?

        I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.

      • How to map fields from Zoho Recruit to Zoho People

        I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho

      • UTM in zoho campaigns

        Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u

      • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

        Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

      • Knowledge base printing

        I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and

      • Search not working!

        I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

      • Zoho Books | Product updates | January 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

      • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

        Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

      • Sharing my portal URL with clients outside the project

        Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

      • How do i integrate google analytics to Zoho Campaigns?

        Looking to track Zoho Traffic from email Current topic is outdated

      • How do teams manage meeting follow-ups across Zoho tools?

        We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that

      • Customize Colors used on graphs and charts according to users desire.

        It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

      • Let us view and export the full price books data from CRM

        I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

      • Mejoras urgentes para ZOHO MEETING

        Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,

      • Multiple header in the quote table???

        Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

      • Saving sent email campaign as PDF

        I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?

      • Exporting All Custom Functions in ZohoCRM

        Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help.

      • Appreciation to Qntrl Support Team

        We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,

      • How can I hide "My Requests" and "Marketplace" icon from the side menu

        Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

      • Whatsapp Integration on Zoho Campaign

        Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

      • Mandatory Field - but only at conversion

        Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important

      • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

        Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue

      • Next Page