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

      • Hotmail is blocking the zoho mail IP

        Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

      • Zoho Bookings and Survey Integration through Flow

        I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

      • Zoho CRM Community Digest - December 2025 | Part 2

        Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks

      • CRUD actions for Resources via API

        Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,

      • Kaizen #186 : Client Script Support for Subforms

        Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

      • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

        Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

      • オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

      • doubts about customer happiness in zoho desk

        Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to the

      • COQL API in JS Widget only pulling 200 records

        Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?

      • Standard Description Field - Can I change label or add dd tooltip

        Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?

      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

      • Compensation | Salary Packages - Hourly Wage Needed

        The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

      • Customizing Helpcenter texts

        I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

      • Ability to Edit Ticket Subject when Splitting a Ticket

        Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

      • Automatically Update Form Attachment Service with Newly added Fields

        Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new

      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

      • Reopen ticket on specific date/time

        Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)

      • API credit COQL COUNT

        The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?

      • Weekly Tips : Save Time with Saved Search

        Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

      • Remove 'This is an automated mail from Zoho Sign' in footer

        Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan

      • Organize and manage PDFs with Zoho PDF Editor's dashboard

        Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

      • Custom function return type

        Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

      • Passing Info from Function to Client Script

        Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to

      • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

        Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

      • Zoho Payroll for Canada

        Is anyone else having problems getting setup for Canada?

      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

      • User Automation: User based workflow rules & webhooks

        User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

      • Disable Zoho Contacts

        We don't want to use this app... How can we disable it?

      • Default Ticket View - Table?

        Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

      • Zoho One IS BUGGY

        Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feels

      • Merge Fields that previously worked are now giving an Error!

        Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing

      • Clarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers

        Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create and

      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse

      • App for Mac OS X please!

        It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,

      • Facing Issues with Sites Mobile font sizes

        my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space

      • Zoho Books Payroll

        How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,

      • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

        Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's

      • Notifications in Cliq client for Linux

        If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible

      • Report Template - How to remove page break after each record?

        Hi, We have report template for a list report. It looks good at screen. But when printing, it creates a page break after each record. How to remove the it? So we can print multiple records in same page. Please look at the attached screenshots. Report Template Report Print Preview

      • Next Page