How to add invoice article automatically?
Topic: How to automatically add invoice articles Context: I utilize ZohoBilling for managing monthly payments, generating subscriptions via ZohoFlow. Problem: I require assistance in enhancing my invoicing process. Details: ZohoBilling generates monthly
Best way to deal with product change on active subscription?
Hi, We are currently replacing a lot of old product types/subscriptions on our customer base. How do we handle this the best way in Billings? I do not want to Cancel current subscription because it will be treated as Churn. I just want to change the product
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
Tip #12 : Sending Transaction-based Messages Through WhatsApp
Hello Everyone, We've been sharing tips and tricks every week to help you handle specific business scenarios with ease. Go ahead and check out last week's post about calculating commissions for salespersons, in case you missed it. For this week, we'll be looking at sending your customers transaction-based messages, such as invoice links and payment reminders through WhatsApp. How would this help you? Keeping your customers informed about their upcoming renewals and overdue invoices plays a key part
Tip #7 : Integrating online forms with Zoho Subscriptions
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 accessing external URLs from Zoho Subscriptions. This week, we will be looking at how you can integrate online forms with Zoho Subscriptions. Business Scenario: In many subscription box businesses, their primary need is to personalize the subscription box according to their customer's preferences. In such cases, businesses
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
Tips and Tricks #22: How to localize your product prices in Zoho Subscriptions
Adjusting your products’ pricing based on where your customers are located can help in providing a tailored check-out experience for your customers. The first step in achieving this is to display your products’ price in your customer's local currency. You can do this easily using Zoho Subscription's automatic exchange rate feeds and API hosted payment pages, that is, the price that you've set for a product will be shown to your customers in their local currency with the latest exchange rates. However,
RBI's new guidelines on collecting recurring payments
If you are a business owner in India that is dependent on collecting recurring payments from your customers - either monthly or yearly, this post is significant for you. The RBI recently introduced a new regulation for banks to once again authorise mandates
Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
Tip #8 : Implement metered billing with Google Sheet
Hello everyone, We've 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 integrating online form builders with Zoho Subscriptions. This week, we will be looking at how you can implement metered billing in Zoho Subscriptions with Google Sheet. Business Scenario: Metered Billing is the concept of charging your customers based on their usage of a product of service. With Zoho Subscriptions, you
Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions
If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you. Also, be sure to check out last week's post about sending invoices to your subscribers
Paying First and Last Month of Subscription
Our company is trying to figure out payment processing. We're going to be using 12 month subscriptions & need to capture payment for the first and last month at the beginning of the subscription. What I have seen so far is that we're only able to charge
Tip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
Tips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge
This time, we'll be taking a look at how you can use Webmerge to create and send invoices automatically to your customers as soon as an invoice has been raised for them in Zoho Subscriptions. Our weekly tips and tricks help you get the most out of Zoho Subscriptions. Go ahead and check out our previous post about 5 features that are exclusive to Zoho Subscriptions' mobile apps, in case you missed it. How would this help you? Zoho Subscriptions provides customizable email and PDF templates that you
Tip #11 : Calculate sales commission in Zoho Creator using Webhook
Hello everyone, We've been sharing a tip every week to share specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the way to customize your checkout page for your billing needs. This week we will be looking at how you can calculate sales commissions in Zoho Creator using Webhooks. Business Scenario: Majority of subscription businesses will have a dedicated sales team that works with the customers to find their needs, create solutions
Tips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,
Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions
To import your data successfully, you will need to ensure that the rows and columns in your import files match with our sample import files, which can be downloaded from any import screen in Zoho Subscriptions However, even after doing this, you could still run into validation errors, which prevent your data from being imported. This could happen if Zoho Subscriptions has not been configured for the data in your import file. Here are a few examples of validation errors: You try to import transactions
Tips and Tricks #21: How to schedule tasks in Zoho Subscriptions using Custom Schedulers
Custom Schedulers is one of our newest features, which helps you save time by scheduling frequently performed tasks. In this week's post, we'll be taking a look at how you can set up custom schedulers to address niche use-cases for your subscription business. Missed our previous post? Give it a read to learn how you can prevent contact duplication with existing leads from Zoho CRM. 1. Schedule crucial sales reports to stay informed about your business' health Reports like Lost Opportunities, Churned
Tips and Tricks #16: How to charge your subscribers a late fee in Zoho Subscriptions
Charging late fees to your subscribers can be hard to digest, but sometimes late fees are necessary to run a healthy business. In this post, we'll be looking at how and why you might need to charge late fees for your customers in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about bulk-updating your data in Zoho Subscriptions, go ahead and check it out. Should your business impose late fees? Imposing late fees on your
Tips and Tricks #20: How to prevent contact duplication with existing leads from Zoho CRM
In this week's tip, we'll be taking a look at how you can prevent contact duplication when existing leads from Zoho CRM subscribe to one of your plans in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about the 3 C's of data in Zoho Subscriptions, go ahead and check it out. Business Scenario Managing and qualifying leads is an important part of any business' sales routine. The Zoho Subscriptions-Zoho CRM integration offers
Tips and Tricks #19: The 3 C's of Data in Zoho Subscriptions
With Zoho Subscriptions, your customers can sign up for a plan by entering their details in the hosted payment pages. By default, customers will be required to enter certain basic contact information like their name and billing details. This information will be used to create new customers and subscriptions automatically in Zoho Subscriptions. However, your business requirements may vary, and you might need additional information from your customers when they sign up. This can easily be achieved
Tips and Tricks #18: How to Move Trials to Paid Subscriptions with the API
Continuing from where we left off last week's post about managing trials programmatically, we'll now be taking a look at how to proceed if your trial users decide to go ahead and pay for their subscription. This article is part of a series of tips and tricks that we post every week. Go ahead and check out our other tips and tricks, in case you missed them. Moving subscriptions from Trial to Live If your users signed up for a trial subscription via the hosted payment pages, then an invoice will be
Tips and Tricks #17: How to Programmatically Manage Trials With Zoho Subscriptions
Offering trial subscriptions has become an integral part in gaining a prospective customer's trust, especially in SaaS based businesses. In this post, we'll be taking a look at how you can take control of this using Zoho Subscriptions. This article is part of a series of tips and tricks that we post every week. Go ahead and check out last week's post about charging a late fee to your subscribers, in case you missed it. Trial subscriptions can help boost your sales Zoho Subscriptions provides two
Tips & Tricks #13: 5 Features That Are Exclusive to Zoho Subscriptions' Mobile Apps
This week's tips and tricks are all about actions that can be performed with the Android and iOS apps of Zoho Subscriptions. Some of these features may have gone unnoticed, but try them out and they'll definitely prove helpful to your everyday subscription management. Missed last week's post? Read about sending transaction-based messages through WhatsApp. Navigate like a Pro with Quick Actions Our mobile apps are designed to be intuitive and easy to use. However, there are some instances where you
Tip #10 : Customizing the checkout page for your billing needs
Hello everyone, We've 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 the different ways of creating a subscription for your customers. This week we will be looking at how you can customize the checkout page for your billing needs. Hosted Payment pages allow you to collect the personal and payment information from your customers. For any subscription business, say a box-type business (or)
Tip #9 : Different ways to create a subscription for your customer
Hello everyone, We've 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 how to implement metered billing with Google Sheet. This week we will be looking at the different ways to create subscriptions for your customers. Let's say you are the owner of a gym and a fitness centre. Your customers can subscribe to your gym in two ways: Automatic: The customer goes through your website and subscribes
Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information
Tip #1 - 30 Days Money Back Guarantee
Hello everyone, As discussed previously in this thread, we are going to come up with a custom function every week to address specific business scenarios. To start off, this week we will be looking into one of the most famous requirements - 30 Days Money Back Guarantee. Business Scenario: Most business organizations have cancellation policies and the most common one is the money back guarantee. It is a simple guarantee that if a customer is not satisfied with a product and cancels the subscription
Sticky Posts
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
Tip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
Tips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,
Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information