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

    • Standalone LMS tool

      Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • An Overview of Dario Schiraldi Deutsche Bank Executive

      Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

    • Emailing a document to WorkDrive

      Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

    • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

      Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

    • Ability to modify what displays in calendar invite?

      I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

    • Zoho One and Tally Integration

      Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

    • Microsoft PowerPoint files Extremely slow to save

      I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is

    • How can users unblock their blocked Zoho Mail accounts?

      After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality

    • Adding additional fields for batch information

      Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able

    • Dynamic Pickup List Values using Deluge and Client Script

      I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM

    • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

      For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String

    • Pick List Issues

      I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

    • Four types of task dependencies

      "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

    • 1099 tracking

      Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same

    • VAT-type Taxes in US Edition?

      I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax

    • Schedule sms to be sent later

      When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you

    • Ecommerce integration with prestashop

      Development of campaigns integration with prestahop. When???

    • How to create an article containing images and rich text via the api?

      Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images?  Is it possible to add formatting to articles created via the API? Thanks, Adam.

    • Number of statement execution limit exceeded on deluge scheduled function

      I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully

    • Zoho SignForm In Progress But Cannot Be Completed

      If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?

    • How to show Assemblies AND component items in a report

      Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

    • Mandatory Messages for Specific Members in Zoho Cliq Channels

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:

    • Admin Access to Message Read Statistics in Zoho Cliq

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in

    • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

      Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently

    • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

      Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that

    • Multiple Products on Ticket

      Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

    • Não recebo Email de confirmação e validação de cadastro do PagSeguro

      Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro

    • accounts payable and receivable subaccounts

      How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??

    • DUPLICATING WORKFLOWS IN CREATOR

      Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

    • Add SKU to query options in `items` API endpoint

      It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

    • Estimates and invoices being sent from company-wide address, rather than individual

      In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

    • Need profit margins for books in estimates & invoice

      https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

    • Item Level Notifications

      I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

    • Cannot categorize a bank deposit to an income sub-account

      When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

    • ZV Extension passkey changes in v5.7.0

      Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

    • What's New in Zoho Billing - August 2025

      Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

    • How do I get my account id?

      Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

    • Why are tasks not showing in Zoho Calendar?

      Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

    • Next Page