Zoho Subscriptions: Product Updates - February 2019

Zoho Subscriptions: Product Updates - February 2019

We've kickstarted this year with lots of new and amazing feature roll-outs and product updates. At Zoho Subscriptions, we are listening to every customer request and we make it a point to deliver. And when we deliver, we want you to know all about it. Now, let's look into all the updates we worked upon in the last month.

List View for Credit Notes

The much-awaited enhancement is finally here! One feature request we’ve heard from all of you was the ability to view all your customers' credit notes separately, and it is now possible! The extensive list view can help you sort out your credit notes by using default or custom filters.



Extend Subscriptions Instantly

Extending your customer's subscriptions doesn't have to be so tiresome anymore. You can just extend your customer's subscription without going through the hassle of creating new subscriptions. Just head over to subscription overview and edit the billing cycles.



Column Customization for Subscriptions

In order to provide the best user experience, we've come up with column customization for the Subscriptions module. Apart from just customizing these columns based on various filters, you can also choose to include custom fields as well.




Zoho Subscriptions is now available on iPad

In our continuous efforts to making Zoho Subscriptions available on all mobile platforms, we are excited to announce the immediate availability of our dedicated iPad app for Zoho Subscriptions in the App store. This iPad app for Zoho Subscriptions is designed and tailored specific to the iPad, blending power and ease of use together. If you're reading this from your iPad, click here to download the Zoho Subscriptions app.

API handle for custom buttons

We're excited to release the long-awaited API handle for the custom buttons. You can now modify and extend our in-built functionalities across all modules. If you require any assistance, contact us. 

Tips and Tricks section

We've been coming up with tips and tricks for our customers to help them address specific business scenarios. We are coming up with a tip every week, so keep an eye out for more tips and tricks.

We're always looking for your suggestions to help to serve you better. So, if you have a feature request, feel free to share them here.

That's a wrap for this month folks. Stay tuned for more updates from Zoho Subscriptions.


Regards,
Bennet Noel
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

      • How to edit form layout for extension

        I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

      • Website not properly connecting with Zoho Creator app portal (embed & data sync issue)

        Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.

      • 日本語フォントの選択肢拡充についての要望

        日本語フォントの選択肢がとても少ないと感じたことはありませんか？ 多くのアプリ（たとえば Invoice）ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう！

      • Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?

        I need to setup a call center so I can setup agents to make phone calls across Canada to market our services.  I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem

      • Display actual mileage on an invoice

        My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice

      • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

        Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

      • Default font size for printing is too big

        A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particular

      • Request for Auto PO - Min–Max based Automated Purchase Feature

        Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • issue with deluge script

        i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

      • Introducing LinkedIn Apply Connect for Zoho Recruit

        Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

      • Recruit paid support?

        Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

      • Ticket Status email

        Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

      • Future Orders - Due Date

        Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

      • Introducing Withdrawal Reasons for Offers

        We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • GPS tracking only or Check out facility

        Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

      • Appraisals on Employee Information Profile

        Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

      • Kaizen #220: Actions API - Webhooks APIs - Part 2

        Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

      • Standard Payment Term is not pulled from account to quotation

        Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

      • Manage your invoices from Bigin's mobile app (iOS)

        Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

      • Accessibility controls and multilingual captcha authorization for Help Center users ​

        Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

      • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

        La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

      • Item/service subtotal

        Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

      • Send email template "permission denied to access the api"

        Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

      • how to Solve Conflict Invoices in Zoho POS

        Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

      • Copy, Paste, Highlighted text

        when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

      • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

        "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

      • Publish to LinkedIn via API

        Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

      • FSM - Associating and selecting Contacts based on Service Addresses

        Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

      • Do Unpublished Products in Shopify Sync to Zoho POS?

        Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

      • Problem in Zoho POS frontend ERP.

        We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

      • Categorize Items with Item Headers

        Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

      • Discount on the transaction level in POS

        "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

      • Create Tasklist with Tasklist Template using API v3

        In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

      • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

        Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

      • Jobs at multiple locations

        Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

      • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

        I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

      • Next Page