What's New in Zoho Subscriptions - March 2022

What's New in Zoho Subscriptions - March 2022


Hello everyone,

This month's updates pack a punch! From highly requested features, to those that can elevate your subscription management in general, here's what's new in March:

More Control Over Proration

Proration is when subscription invoice amounts are adjusted according to usage. Until now, Zoho Subscriptions has handled all proration at the back end automatically. However, we've seen that some businesses, like those that ship physical goods to their customers, may not want to prorate subscriptions based on usage. The following updates address those needs:

Toggle Proration (Early Access)

You can now enable/disable all proration that occurs for subscriptions. This includes prorated invoices based on usage, and automatic invoice and credit note generation for subscription upgrades and downgrades, respectively. Proration can also be toggled at the subscription-level when creating subscriptions.


Note: Proration cannot be toggled for existing subscriptions.

To try this feature early, please write to support@zohosubscriptions.com with your organization's ID.

Prorate Flat Discount Coupons

Coupons that you've created with flat discount amounts can now be prorated too. This way, a coupon's discount amount will scale according to the number of days that a subscription was used, and can prevent situations where a coupon completely nullifies a subscription's prorated invoice amount.

To enable this feature, go to Settings > Preferences > Subscriptions > Prorate Flat Discount Coupons.

New Reports

We've added a host of new reports that provide actionable data points for your subscription business.

Average Sale Cycle Length

This report displays the average length of your subscriptions' sales cycles in days, i.e., the average number of days that it takes to receive the first payment after a subscription's trial period was started. This data can be valuable in measuring the steps that you take to get paid sooner. 


Upgrade & Downgrade Details

The Upgrade Details and Downgrade Details reports, can display details about when subscriptions were upgraded or downgraded. You can also generate comparisons between particular products or plans, and choose between different chart styles. This can give you insights on how product-level changes affect your business, along with details about how particular plans are performing. 


Trial To Live Conversions

This report charts the conversion rate of trial subscriptions at any given time and also gives you a list of all the trial subscriptions that were moved to the Live status during a particular period. Additionally, you can view the conversion rate of different plans to gauge their performance.


Active Trials

View a list of active trials for a particular date range. You can filter this report based on criteria like the trial's status, non-renewing trials, and trials expiring in the next 7 days. If you've enabled trial subscriptions to be extended from the customer portal, you can view the number of times a trial was extended too, along with the source from where it was extended.


Inactive Trials

View a list of inactive trials, i.e., trial subscriptions that were either cancelled or expired, for a particular date range. You can filter this report based on criteria like the trial's start date, end date or cancellation date. All of these reports can be accessed from the Reports module in the left sidebar of Zoho Subscriptions.

Hosted Payment Pages: Multiple Templates & Customization

These highly requested features enable you to go one step further in customizing the hosted payment pages for your customers.

Multiple Templates with Multi-language Support

You can now create multiple templates for the hosted payment pages and pick one as default for your organization. You can also add multiple languages for each template and customize label names and layouts for each language. When you've configured multiple languages your customers will be able to select the language which they prefer when they visit a hosted payment pages. 


Font Customization

Choose between multiple fonts and font styles while editing the hosted payment pages to reflect your brand's aesthetic better.


Reorder Fields & Sections

The sections and fields in the hosted payment pages such as the Billing Address, Shipping Address, and Account Information can be reordered while editing hosted payment pages.

Customer Portal: Seamless Onboarding & Collaboration

Our main goal with these features was to save time for both you and your customers by simplifying the process of accessing the portal.

Customer Portal Signup

You can provide your customers and their contacts with the ability to sign up to the Customer Portal by themselves, using signup links that will be displayed to them while making invoice payments, or after completing payments on the hosted payment pages. A signup link will also be displayed on the portal's sign-in page. To prevent unwarranted signups, customers can sign up only with the same email address that exists for their customer record in Zoho Subscriptions.


To enable this feature, go to Settings > Preferences > Portal. Check the Allow customer to sign up to the customer portal option.

Pro Tip: You can use the new Portal URL placeholder in your email templates to place a link to the customer portal's sign-in page.

Share Documents from the Portal

Your customers can share documents with you right from the Customer Portal. Only the Primary Contact will be able to do this, and customers must be allowed to edit their details from the portal.


These are some of the noteworthy features that were rolled out recently, but our What's New Timeline covers a lot more features, so be sure to check it out! We've also completed rolling out features for all users from our previous major update.

We hope you like the new features, and would love to know what you think in the comments below! If you need any assistance, feel free to write to us at support@zohosubscriptions.com, we'd be happy to help.

Best regards,
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

        • Real Estate CRM

          How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

        • Totals on Pivot Table

          Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

        • API (v2) Search Criteria using CONCAT

          With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

        • Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report

          In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our

        • Is there a Kanban view of Tasks across all Projects?

          As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

        • Set recurring tasks in Zoho Support?

          Hello,   We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically?   Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,

        • Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?

          Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are

        • Schedule a regular backup

          In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.

        • Opening & working multiple tickets

          We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

        • Limit who can submit a support ticket to your site?

          Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to

        • Is there a way to request a password?

          We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

        • Allow us to disable the Reopen Ticket button after a ticket is closed

          Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business

        • How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

          Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

        • Admin Control for Default Email Templates in Zoho Desk

          Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

        • How can the direct link to a ticket be created from ticket #?

          Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

        • Lock out of account after password update

          This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,

        • Guidance on Making Zoho Desk Connections Available for All Data Centers

          Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

        • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

          Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

        • Multibrand Help Center - Share knowledge base catgories between multiple departments

          Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

        • "Copy Field Values from one Module to another" how to use?

          Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

        • Unable to upload document error on zoho sign

          i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');

        • How to sort a data in summary report with Monthly ?

          Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?

        • Is this link the transparent pixel used to track opens?

          Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

        • Kiosk Studio wrap-up | How our community used kiosks in 2024

          Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

        • Zoho Crm - Inventory Integration

          Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

        • Inventory Valuation Method Feature

          Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

        • Where is the customization and extendibility of zoho inventory?

          After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

        • Organization Variables - Restrict Access

          Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

        • Values in multi pick list are not copied to copied deal

          Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

        • Flow to follow up on trade fair contacts

          Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

        • Zoho takes too long to load...

          I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

        • Modules are continuously loading

          Hi! We are not able to open the task modules, it keeps continuously loading

        • Execution failure when fetching a Name field from another app

          In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

        • Accessing Subform Data using getRecordByID

          I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

        • Allow "add new" option to picklists and multiselection fields from add or edit pages

          Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my

        • Allow customer to select meeting duration

          I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

        • Can you internally tag/categorize posts for campaigns?

          Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).

        • Zoho and Hostaway webhok integration.

          I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends

        • Function 56: Automatically enable the option for customers to pay via bank account

          Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

        • Connect multiple Facebook ad accounts to Zoho Social

          Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

        • Next Page