SEPA stripe vs gocardless
Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
Zoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
How does Price Books in the Zoho Subscriptions API work?
Anyone using this? I’d like to create various pricing plans in a particular value in each currency. Apparantly you can use the API to do this?
How do I create records in Zoho Subscriptions via API/Zapier?
Hello, I pretty new to Zoho Subscriptions and the API. I am looking for a way to create records (customer/contacts, subscriptions, invoices etc.) via Zapier but NOT with Zapier apps. I.e. I need to create a new customer/contact in Zoho Subscription and
Add a new payment gateway
Hi, Can we add our payment gateway integration in Zoho Subscriptions? If it's possible where we can found the documentation to implement and config our payment gateway? Thank you, Sandra
Customer note on invoices carrying over from previous invoice
A customer note can be added to an invoice by editing the invoice. When a NEW invoice is created via a subscription (i.e. renewal etc) , the customer note previously added to a different invoice, appears on the NEW invoice. It acts as though it is the
Tip #5 : Setup Approval Workflow for your Subscription Business
Hello everyone, We have been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about implementing the Refer and Earn Workflow system. This week, we will be looking at how you can set up an Approval Workflow for Subscription Business. Business Scenario: One of our customers had a special requirement for his Subscription Box Business. He runs a Pet Food subscription box business where the food items are
Zoho Billing
On the Zoho Billing Dashboard, there is a widget that says Subscriptions with a number. When you click subscriptions, it takes you to a report that is titled Customers, with the same number. Is this subs or customers? If you do a total of Active Subscriptions
All Zoho Billing Endopints return 404
I am on a trial and trying to test the API (via the Postman collection) and ensure it will work for our use case. I am able to get an OAuth token, but every endpoint from the Billing docs returns 404: invalid URL. I confirmed I am using the base URL from
Coupon Code Reports
Is there a way to generate reports for coupon codes that have been used? I need to track which codes are being used in order to pay commissions.
"Invalid value passed for JSONString" exception while creating customer contact in Zoho Books using rest API
Hi Experts, We are using .Net c# code to create a customer contact in Zoho books using Zoho books Rest API.But we are getting "Invalid value passed for JSONString" exception. Please find the attached sample code screenshot "Customer_Contact2.png" for your reference., Could you please let us know how to pass the JSONString. It would be a great help if someone provide a sample code for creating the customer. Thanks in Advance. Regards Amit
Email templates: Portal Invite & Password Reset
I'd like to customize the content for the portal access and password reset emails. However, neither of those are listed in the Email Notifications area in Settings. Can they be edited?
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
Zoho Subscriptions Email Signature not appearing in emails
Hi, I am struggling to make the Email Signature in Zoho Subscriptions emails appear in the confirmation emails. I ha I am using the feature below: The signature is saved in the "Edit Signature" pop-up but none of the confirmation emails actually contain
Zoho billing deluge fetching and updating customer
Hello, I am trying to update a customer's details in billing from creator using deluge and i wanted to inquire if there's a way to update the customer's details by using the customer's email or phone number used in billing or creator instead of using
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
Minimum units per Subscription
What's the best way to set a minimum number of units per subscription plan? Specifically for use via a hosted payment page. Example: - Plan 'Standard' needs a minimum of 4 units before checking out - Plan 'Professional' needs a minimum of 10 units before
How To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,
issue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need
Zoho billing API by deluge
I am creating new function to update subscription activate date. And I got this error message for now. "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests per minute." How long does this message
Prices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? Thanks
'Pay Now' link in e-mail not working
Hi, I have a trial subscription to Zoho One and I'm using Billing to try if it will work for my company. I love the features it offers, however stumbled upon a problem. When I send out an e-mail with an invoice, the 'Pay Now' link directs me to the home
Plan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changes
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
Automate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
Send Invoice \ Estimate Via WhatsApp
Has anyone figure a way to send invoices and estimate using WhatsApp from the computer not a cell phone. There is a post in the forum but when i called support they tell me its not possible. Thanks Rudy
Price indexation (inflation)
Hi, in our contracts we have a provision that during the term of the contract we can increase the price annually with CPI (say 3%). Is there a way to update an existing subscription and say price will be example: 102 instead of 100 starting march 1st..
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Quotes and Invoices
Hello we are new to Zoho and were told that custom quote functionality is being developed and would be made available to Zoho Billing soon. What we are looking for is for our sales reps to create custom quotes for our potential customers, apply what ever
Zoho Subscriptions and Books Integration
Hi I want to be able to create an estimate which can be sent to the customer and then once approved, convereted to a subscription. What i can see, it says the integration between books and subscriptions is "seemless" but i cannot find where to be able
How to sync username and password when client sub zohosub, then create that same user and pass into my website?
Hello, I have questions. Thank you in advance if you can help point me in the right direction. My website is built using wordpress+woocommerce. Earlier we sell subscriptions via woocommerce as a 'product' so when ppl buy that product = they buy sub and
Custom Service with OAuth2 and client credentials
We are trying to add a custom service in Zoho Billing (Subscriptions). The custom services uses OAuth2 with client credentials. The setup in the Zoho UI is easy, but when we create and connect a connection for the service we only get "Connection Authentication
Ability to Clone, Copy, Duplicate a Subscription
Hello, our subscriptions have many add on items all of which contain different quantities of those add ons for each different customer. It takes a lot of time to create each new subscription by adding all of the add on items one by one. It would be more
Mutual exclusive Subscription addons
Hi, I'm looking for a way to set up mutually exclusive addons for subscription plans. Is this possible to do directly? If not, is there a workaround or recommended way to make sure certain combinations of addons can't be booked simultaneously? Thank
Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I just
Zoho Billing in 2023: A Year of Evolution
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Documentation on new Hosted Payment Pages
Where is the documentation on the new hosted payment pages. The document in the user guide seems to still have the old info. Looking for info on the email verification feature and to see if we are able to yet save address info to our systems with the
What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customers
Next Page