What's New in Zoho Subscriptions - September 2019

What's New in Zoho Subscriptions - September 2019

Hello everyone,

Zoho Subscriptions has had a bunch of updates since our previous What's New post. Here's a quick look at all the new features and enhancements for September:

Pre-fill hosted payment pages

The data that your customers enter while signing up for a subscription on your own website or web form can now be pre-filled into the hosted payment pages. This can save your customers from the hassle of re-entering this information and thereby, provide a seamless transition to the hosted payment pages. Learn more.



Switch existing subscriptions to metered billing

The Metered Billing feature lets you invoice your customers based on their usage, instead of billing them upfront. With the new update, you can enable metered billing for subscriptions even if it wasn't enabled when the subscription was created.



Display comments in the customer portal

You can now choose to display the comments that you make on invoices in the customer portal. Your customers will be notified via email and will be able to reply to these comments from the customer portal. This can serve as a quick channel for business communication between you and your customer.


Revamped custom domain mapping

We've changed the custom domain mapping process with a slick new interface. You can now instantly disable, re-enable and delete your custom domain mapping right from Zoho Subscriptions, without the need for back and forth messages with our support team. Learn more.


Introducing product custom fields

You can now configure custom fields for products. These custom fields can be used to record extra information while creating plans and add-ons. The custom fields will also available in the line-item level while creating new transactions with plans or add-ons.

 
To create custom fields for products, go to Settings > Preferences > Product > Custom Fields and click + New Custom Field.

Integrate with one of India's most popular payment gateways

The Paytm integration for the Indian edition of Zoho Subscriptions, lets your customers pay via their credit/debit cards, internet banking, Paytm Wallet and UPI-based apps like Google Pay, BHIM and PhonePe. Learn more.



Our Android and iOS mobile apps were updated with new features as well, so be sure to check them out! If you'd like to view all of our previous updates, visit our What's New Timeline.

We'd love if you could give the new features a try and let us know what you think. Until next time!


Cheers,
Varun Steven
The Zoho Subscriptions Team

    • Sticky Posts

    • What's New in Zoho Billing - February 2024

      Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans
    • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

      Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
    • Zoho 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.
    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer
      • Recent Topics

      • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

        Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and
      • Automation#36: Auto-create time-entry after performing the Blueprint transition

        Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
      • Automation#33: Automate Splitting Names for Existing Contact Records

        An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
      • Workqueue

        I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".
      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are
      • Zoho CRM Web form page URL

        Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all
      • Receiving too many Spam Leads. Why?

        I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
      • Mail Merge is not working properly as far as the AUTOMATE section is concerned

        Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge
      • Canvas Detail View Related List Sorting

        Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
      • project name field issue- n8n

        Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
      • Critical:- Eneble TDS filing for 26Q from the zoho book

        We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and
      • How to track repeat customers?

        I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:
      • Zoho Books - Breaking A Working App

        We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:
      • Build data protection into your support

        At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how
      • Conditional formatting: before/after "today" not available

        When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!
      • Display Client Name in Zoho Creator Client Portal Dashboard

        Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
      • Customizable UI components in pages | Theme builder

        Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
      • Amazon.in FBA multiple warehouse integration with Zoho Inventory

        My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.
      • Feature Request - Set Default Values for Meetings

        Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags
      • Ability for admin to access or make changes in zoho form without asking for ownership

        Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
      • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

        We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
      • Zoho CRM Calendar View

        Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
      • Camera

        I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?
      • What is Workqueue and how to hide it?

        Hi, My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?
      • Batch/lot # and Storage bin location

        Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
      • Adding Sender Address with Basic Plan

        According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.
      • Conditional Field Visibility in Bigin CRM

        I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,
      • Bill automation in Zoho Books

        Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey
      • Reporting Tags

        We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use
      • 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
      • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

        Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility
      • Partner with HDFC And Sbi Bank.

        Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
      • API in E-Invoice/GST portal

        Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.
      • Member role in zoho meeting

        does a user with member role can see other users in the organization
      • How to post more than 4 Images on Instagram?

        Hi I read several articles to the topic od how to post more than 4 images on instagram, but i can't figure out how it works. I can't find the content editor and i installesd the z share extension for google chrome. Could someone please help me? Than
      • Clone Recurring Expenses

        Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the
      • Zoho Books - How to Invoke a Custom Function in Schedulers

        We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
      • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

        Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,
      • Set Custom Icon for Custom Modules in new Zoho CRM UI

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
      • Next Page