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
Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, and
API CANNOT ACCESS HIDDEN CUSTOM FIELDS???
Please allow us to GET/PUT values for custom item fields via API, even when those fields are hidden from user's view. I have some custom item fields that are used exclusively by custom functions/API's. I never want users to see these API fields because
"Add One Time Addon" —PLEASE ALLOW PAYMENT METHOD OPTION
Please allow us to select different payment methods whenever a customer wishes to purchase a "one-time addon". We are kind of a unique business in that the subscription products we offer are for physical items —we rent musical instruments. We also sell
MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS
Please allow us to show or hide specific custom fields depending on the user's role and the context. We've got a lot of custom fields. Some of them are for users to use when creating subscriptions/invoices/etc., but others are used exclusively by custom
Address Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fields
Can a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?
Zoho Billing Customer Portal Page
We use Zoho Billing for our Saas software. We have many clients that have multiple subscriptions, some over 200. When these people get to their customer portal, this is what they see: How am I as a customer to know which one of these subscriptions is
Any way to Create Customer facing Custom Buttons within Subscriptions in the Customer Portal?
In Zoho Subscriptions, we can create custom buttons and allow our staff to interact with those custom buttons. Is there any way or any plans to allow a custom button to be assigned to the customer so that the customer can click it from within the customer
What's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.
Plan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?
Plan Content & Widget Features
Embed widget - description. None of the templates have the plan description included? This seems a very odd omission. How can I add the description to the widget output code? Embed widget - settings The settings will not save. Every time I go back to it I have to enter everything again - colours, button text, fee notation etc. Should they save? Am I missing something? Plan Clone Any method of cloning products and/or plans? Be a big timesaver for me and cloning is widely used elsewhere in Zoho.
Customer Updates Card During Dunning - Why is there no Automatic Charge for Invoice??
Zoho, When a payment fails and the subscription moves to dunning, the customer gets an email notifying them of the failed payment. They have the option to update their credit card information. When they update their credit card information, there is no
Valid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using
Zoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? Thanks
Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in payment
Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?
Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees different
Rate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
Paypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live
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,
What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated payment
Push field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check the
Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} for
Cancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?
Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the sub
Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?
Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it says
Forecasting in ZOHO Subscription
Hi, I want to know are we able to get forecasting reports from zoho subscription. Assume, there are 10 customers subscribe different plans in different products which will expiry in different dates. As I admin, I want to know what will be the revenue
Subscription pro-ration when self cancelling
When we cancel a subscription for a customer in zoho subs, it gives us the option to cancel immediately or cancel at the end of the subscription term. If cancelling immediately, I believe that a refund pro-rated for the unused amount is created for the
Duplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicate
Renaming products in active subscriptions
I have several subscriptions that use a product that had one name when the subscription was created. Since then, I've changed the name of the product, but it still shows the old name in the customer's record. Is there a way to change that?
Workaround for selling Digital Products
Hello! Did anyone had tried selling digital products in Zoho Commerce? I know they only allowed physical products. But have anyone find a workaround? Like sending the digital product through email? Thanks!
Send subscription email template using deluge
Hi Folks, I am struggling to have some idea to send an existing email template from deluge. I am create an invoice notification templates but unable to get or send that email template using deluge. It would be great if someone can assist me in getting/firing
Zoho Commerce with Flow for subscriptions
Hi I had a look at Zoho flow tonight but sadly could not achieve what I wanted too.I was hoping that I could use subscription app to manage some of the products I sell as they are effectively phone subscriptions. To the end I had hoped it would be a easy
Customer and Subscription limit
We have a Zoho One account. I have 12000+ customers and as many subscriptions. Is there any upper limit for the number of customers and subscription that can be created for Zoho subscription which is part of the Zoho One account ?
Subscription Invoices - Custom Field
Hello All, I am looking at using the "Sales Person" or a standard field to show coverage date. Essentially, our coverage date is current month - 1 (So today in July, the coverage period would be June 2019). I am wondering if anyone has any suggestions on how this may be accomplished. Thank you. Peter
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