Tip #10 : Customizing the checkout page for your billing needs

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) a SaaS business (or) a membership business, the hosted payment page can be used as a checkout/signup page. Your customers can choose the product or service of their choice and pay for them through the hosted payment page.

The hosted payment pages are PCI-compliant by default and they are highly secure, complying with all security standards. Hence, by deploying the hosted payment page, you don't have to worry about PCI compliance.
Setting up a hosted payment page:

The Hosted Payment page URL will be generated whenever a new plan is created in Zoho Subscriptions and you can use that URL to embed the payment page in your website. There would be two major requirements while using the hosted payment page;
      1. Maintaining the brand consistency on the Hosted Payment page.
      2. Customizing the pricing information. 
Now, let's see how you can maintain the brand consistency and customize the pricing information in Zoho Subscriptions.

1) Mainitaining the brand consistency on the Payment page
You can add your company logo to appear at the top of the hosted payment page, which reflects better that the payment page is designed exclusively for your business. 

Besides, you could also set a theme, sent the font color & size and change the text fields' label & size to reflect the mood of your business. 

At times, there may be a need to collect additional information from the customers that your business may require. You can collect such information with the help of custom fields in Zoho Subscriptions. As of now, the hosted payment page supports custom fields of type Dropdown, Text, Email, Decimal, Percentage, Phone, Number, URL, Amount and Date. To know more, click here.


2) Customizing the Pricing information:

 Customizing the pricing information is another important requirement. The customization can involve changing the properties related to a plan such as changing the plan's base price, modifying the number billing cycles, changing the plan's recurrence frequency, choosing a custom start date for the subscription and so on. 

In such cases, you can use our API Hosted pages to provide us with the customized information relating to the plan, and we will provide you with a unique payment URL which you can load for your customer. The unique payment URL will handle the payment processing for your business.

To understand this better, we have explained a few frequently asked scenarios below.

 i) Generate a Pricing Table for your website
The majority of the subscription businesses will have their own website that lists their products (or) services. These websites will have a detailed pricing page where the customers can select a plan as per their requirements and check out instantly. To help you with the process, Zoho Subscriptions provides you with the  Embed Widget  feature. 

You can learn more about this use-case over this link , where we have explained it with a demo.

 ii) Tax Integrated Checkout - Apply tax based on the customer's region:

In some businesses, there is a scenario where the tax is applied based on the user's region. For such cases, you have to gather information regarding the customer's region with the help of an online form in your website and decide the appropriate tax depending on the region. Once the tax information is gathered, you can use the API Hosted Page (by sending the appropriate tax information) to generate a unique payment URL with the appropriate tax applied on the plan's price. 

You can use the online form builders for this purpose to collect information from the customer. View this post on how to  integrate online form builders with Zoho Subscriptions. For this scenario, we have created a demo where we used  Zoho Creator as our form builder to create a form wherein the customer can select his region and then proceed to checkout. Depending on the selected region, the tax will be applied for the customer. You can view this demo in this link .

 iii) Future Date Checkout - Choose the start date depending on customer:

For certain businesses, it generally takes two to three days for the shipment to reach the customer. In such cases, instead of billing the customer immediately from the date when he/she checks out, you can start the subscription a little late depending on your shipping date. In order to do this, you can use the API Hosted page by providing a suitable start date for the subscription and load the customized payment URL which is obtained.

By doing so, the subscription will be created in Future state and the customer will be billed on the provided start date. To know more about this use case, you can view the demo here which we have created to explain this scenario.

You can learn more about this use-case over this link , where we have explained it with a demo.

Found this useful? Try it out for your subscription business and let us know. If you have any queries, feel free to comment below. We are here to answer them.

Cheers,
Sasidaran K,
The Zoho Subscriptions Team.







    • 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

    • Recent Topics

    • Zoho製品と生成AIツールの活用について

      いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

    • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

      Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

    • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

      I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

    • Send WhatsApp voice messages from Bigin

      Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • I want to subscribe 1 professional user but the email only 250 per day?

      When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How do you map a user picklist field to another user picklist field.

      In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

    • Explore Competitive 3D Scanner Prices at Protomont Technologies

      The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

    • New and improved API resources for Zoho Sign Developers

      Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

    • Project Approval Process Workflow

      Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • Why can I not choose Unearned Revenue as an account on items?

      Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

    • Form Submission Emails

      Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

    • Rules not working properly

      I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

    • Notebook font size issue

      If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

    • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

      792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

    • Ampersand in URL parameter // EncodeURL does not work

      Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

    • how can we create in zoho crm a new contact when the looup does not find a similar existing one

      In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

    • Directory Websites

      Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

    • Manage Task on Mobile

      How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

    • Set Default Payment Method & Default account

      Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

    • Customer Portal on Zoho Desk

      Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

    • Computer Showing Offline in Unattended Access

      I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • Zoho CRM Portal Error

      Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

    • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

      You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

    • monetizing the courses

      Can I add a price for course enrollment ?

    • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

    • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

      Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Candidate Registration/Invitation

      It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

    • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

    • Where we can change the icon in social preview

      Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

    • I have error AS101 when I try to add paypal@mydomain.com to Zoho

      Please help me with this. I tried to call the help line 4 times but don't get any response.

    • Next Page