What's new in Zoho Subscriptions - October 2016

What's new in Zoho Subscriptions - October 2016

Carve those pumpkins and dust off those costumes, for October is upon us. Here is the list of the new features that we've been cooking up for you this season.

1. JUST IN - INVITE CLIENTS TO YOUR PORTAL

If you're looking for an easier, faster and smarter way to communicate with your customers, then Client Portal is the answer. With Zoho Subscriptions, you can invite your clients to the portal and allow them to view their subscriptions, invoices, make online payments and also update card information.

Read more on how to enable the portal in our Help Documentation.



2. PRESENTING ZOHO SUBSCRIPTIONS IN FRENCH

Zoho Subscriptions en français. You no longer have to worry about things getting lost in translation, Zoho Subscriptions now supports French. From Bonjour to Au Revoir, from the User Interface to every customer email, from the Hosted Pages to Invoices, experience and express everything in French.


3. HELP YOUR SALES AND FINANCE TEAM COLLABORATE

All your customer details kept under the same roof will make life easier for your sales and finance teams. Sync customer contacts and account information between Zoho CRM and Zoho Subscriptions effortlessly with the integration between them, so that you don't have to enter the same information twice.

You can also keep track of your subscriptions' statuses so that your sales team can monitor expiring contracts that can be renewed. The sales team can view and download invoices in CRM itself thereby eliminating the need to access different applications to get any information.

Click here to know more on Zoho Subscriptions' integration with Zoho CRM.



4. SIMPLIFY CALCULATING TAX WITH AVALARA

Businesses based in Canada can now breathe a little easier, at least when it comes to taxes.
Zoho Subscriptions' integration with Avalara has been simplifying the tax process in the United States and we are also extending it to Canada now!

The tax rates are specific to location and subject to vary from time to time. Keeping track of all the changes is complicated enough but when you want to expand your business to sell to customers from other states as well, complicated doesn't even begin to cover it.

With Avalara AvaTax, you only need your customers' addresses for your tax computation to be automated. It's just that simple!

Learn how to set up the integration here.



5. ACCEPTING PAYMENTS THROUGH EXPRESS CHECKOUT

Make the checkout experience as undemanding as possible for your customers. Express Checkout helps your customers subscribe to your product in as little as three clicks. Express Checkout with Payflow Pro is the latest addition to the payment options for Zoho Subscriptions users, along with cash, credit card, check, ACH/echeck.

6. HAVE CONTROL OVER YOUR PAYMENT OPTIONS

Integrated with Payments Pro or Payflow Pro?
Payments Pro and Payflow Pro offer both credit card and Express Checkout options.

With Zoho Subscriptions, you can now have absolute control over which payment options you want to display in your Hosted Pages. Choose the option that you think will be popular with your customers!

Click here to head over to our Help Document.



7. IMPORT AND EXPORT INVOICES WITH EASE

Zoho Subscriptions allows you to import and export invoices to make sure that you have all the invoices that you need in the same place. If you've just migrated from a different system to Zoho Subscriptions, use the import option to have an updated record of your invoices. Exporting invoices is also made easy with options to export all invoices or those generated for a particular date range.

To know more details, click here.



8. GET NOTIFIED ON BEING PAID ONLINE

Whenever an online payment is received (through ACH, PayPal account or a credit card payment), get notified through an email from Zoho Subscriptions.



Give these features a try and do let us know what you think. Keep an eye on this space for more updates next month!

Cheers,
Muthumeenakshi




    • Sticky Posts

    • Introducing Invoice Consolidation for Offline Subscriptions

      Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage?  Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription

    • New 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 on

    • Announcement Regarding Notification Emails

      Hello Everyone! This announcement is regarding the admin notification emails which you've been receiving from the email address "support@zohosubscriptions.com". From the 1st of October, 06:00 GMT, the emails with the following subjects will be sent from "no-reply@zohosubscriptions.com". Unable to send invoice for the profile - {profile_name} Unable to process auto payments. If you have set up any filters or workflow in your email account, please add "no-reply@zohosubscriptions.com” and  “support@zohosubscriptions.com”

    • Zoho Subscriptions plugin for WordPress

      Zoho Subscriptions plugin for WordPress allows you to easily embed your plan specific checkout page in an iframe with just a few mouse clicks and without a single line of code. How can WordPress Zoho Subscriptions Plugin boost your productivity? It's now easier to embed Zoho Subscriptions checkout page in your WordPress site. Forget the old method of logging in to Zoho Subscriptions, copying a URL and scripting to make adjustments. All this can be done automatically through this plugin. A great time

    • Indian GST organisation Migration Guide

      With respect to the new GST regime releasing on July 1, 2017in India, Zoho Subscriptions Indian edition is also gearing up to make your business GST Ready. This article focuses on how to get your existing organisation in Zoho Subscriptions to migrate to the new GST regime.    Note:  Any organisation created on or after July 1, 2017 will already be GST ready. You wouldn't have to migrate your organisation. Migrating your existing organisation to support GST To migrate your existing organisation to

      • Recent Topics

      • Mobile app - offline

        If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying

      • Consumption based inventory

        I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

      • Zoho Survey reminder settings are extremely confusing

        Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

      • Zobot drop down list

        Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge

      • How to compare a subform lookup field that allows multiple entries when edited

        I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

      • Translation of Tooltip Messages

        The descriptive help messages should be available to provide translations for.

      • Function #53: Transaction Level Profitability for Invoices

        Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

      • Business Day Logic Update: More Accurate Scheduling for Your Workflows

        Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

      • Lead Blueprint transition in custom list view

        Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

      • Email Notifications not pushing through

        Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

      • Debit opening balances of vendors

        Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

      • Is there an equivalent to the radius search in RECRUIT available in the CRM

        We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

      • Allow Text within a Formula

        Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

      • Change Number Field to Decimal Field

        Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

      • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

        Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.

      • Add specific field value to URL

        Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

      • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

        Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

      • Zoho Social - Feature Request - Non-US Date Format

        Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

      • In arattai received message can't be deleted

        The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

      • Zoho CRM Community Digest - December 2025 | Part 1

        Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t

      • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

        Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

      • Zoho Flow Credits

        Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

      • Custom Module Send Email not filling To automatically after adding Email field also

        I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but

      • Introducing Intake Forms

        We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of

      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

      • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

        Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

        Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,

      • Any update on much requested feature, to delete attachments without deleting the e-mail body?

        People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

      • How to delete attachments form Zoho mail accounts

        I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

      • Unable to fetch ticket by custom field value

        I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

      • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

        Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

      • What's New in Zoho Inventory | Q2 2025

        Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

      • Zoho POS App Hanging Issue – Sales Becoming Difficult

        The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

      • Writing by Hand in "Write" Notes

        Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

      • "Spreadsheet Mode" for Fast Bulk Edits

        One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

      • SAML in Zoho One vs Zoho Accounts

        What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

      • Deactivated Zoho One account can sign in

        I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

      • How can I reset the password for a user in Zoho Projects

        We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

      • Next Page