Upcoming Features for Zoho Subscriptions

Upcoming Features for Zoho Subscriptions

Hello everyone,

Zoho Subscriptions is set to receive a massive update, with a bunch of new features and usability improvements. This update will also provide a shared user experience with other apps from the Zoho Finance suite, such as Zoho Books or Zoho Inventory.

Here's a quick peek at some of the features that will be available to you soon:

Payment Links for ad hoc payments

This is a new feature that will let you request and accept one-time payments from customers by sending them payment links, which they can use to make online payments to you. These payments can be for miscellaneous reasons that need not be related to any subscriptions, such as an advance payment or a convenience fee.


Enhancements to reports
  • Revamped UI: Most reports will get a slicker UI, that's more intuitive and puts commonly used customization features in places that are easier to access. Some reports will also get comparative percentage changes across different periods, along with the option to set expected figures as a benchmark. Here's a glimpse of what the new UI will look like:     

  • Favorites: Mark frequently visited reports as favorites to pin them at the top of the Reports module.

  • Share reports: You can quickly share the reports that you've generated with other users and set the level of access they have for that report as well.

  • Schedule reports: You can schedule some reports to be generated routinely and emailed to the recipients that you choose.
More control for emails
  • Sender Email Preferences will allow you to manage the From address of emails that are sent from Zoho Subscriptions. It will also assist you in adding SPF and DKIM records for your domain, to prevent your emails from landing in a recipient's spam or trash folder.


  • Email Insights lets you keep track of the notification emails that have been sent to customers. You will be able to know if an email was opened, and exactly when it was opened, which can help in deciding when to initiate follow-up conversations with customers.

Revamped modules

The following modules will receive new features and improvements all-around:
  • Customers: You will be able to generate customer statements, send emails directly from Zoho Subscriptions, and find related transactions more easily with an improved Transactions tab.


  • Subscriptions: New features like creating customers on the fly, contextual customer details, and Advanced Search for customers will make it much faster to create new subscriptions.


  • Payments: The existing Transactions module will be renamed to Payments. You can use it to record or edit payments, view payment receipt PDFs, and perform an Advanced Search to find payments easily.

General usability improvements

Throughout the app, you will find changes that aid with usability and accessibility. Here are some that will be evidently visible:
  • Invoice Details: The action bar in the invoice details screen has been revamped. The new design adds text to previously standalone icons and also groups certain options to make them easier to find.

  • Recent Activities: The recent activities dropdown, that's always present near the search bar will assist in navigation by listing any transactions or customers that have recently been updated, created or visited.
  • Online Payments: The Online Payments section in Settings > Integrations, will be moved out to its own spot in Settings, and all the payment gateway integrations that are available will be grouped based on the type of payment methods that they support. 
  • Right-to-left interface: If your organization's language is set to Arabic, Zoho Subscriptions' entire interface, including navigation bars and other visual elements will be switched to a right-to-left style, so Arabic speakers will feel right at home.

New and improved settings

Apart from bolstering some existing modules with more preferences, there will also be new sections in Settings, to accommodate preferences for the newly added features.

Here's what will change in Settings:
  • Users and Roles: You will be provided with an extensive range of configurations for how users can access reports.
  • Templates: The existing Templates section will house templates for two new documents: Customer Statements & Payment Receipts. The template editor will also see improvements, such as the ability to add annexure content and adjust the width of individual rows in item tables.
  • Reporting Tags: A new section to manage reporting tags will be added.
  • Emails: The existing Email Notifications section will be renamed to Emails, and will direct towards Sender Email Preferences, Email Insights, and templates for email notifications.
The following changes will be made in Settings > Preferences.
  • General: This is a new section that will contain common preferences, such as options for your organization's address format or PDF attachments in emails.  
  • Payments: The existing Payments section will be renamed to Payments Received, along with preferences fo custom fields and custom buttons.
  • Delivery Notes & Packing Slips: These are two new sections, which will let you configure the layout and label names for delivery notes and packing slips. 
  • Users: This is a new section which will allow you to configure custom fields for the users of your organization. 
These are some of the major features and improvements that will be available in Zoho Subscriptions. We'll reveal a full list of the new features and shed more light on the ones mentioned above soon. 

We'll release these features in the weeks that follow. We can't wait for you to try them out! You can also write to us at support@zohosubscriptions.com if you'd like early access to these features. Your feedback is valuable to us, so make sure to let us know what you think about these updates in the comments below!

Best regards, 
The Zoho Subscriptions Team

    • Sticky Posts

    • 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

    • 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,

    • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

      Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

    • Introducing: SMS notifications via Zoho Subscriptions

      Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

    • Recent Topics

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Enhancements to Zoho Map integration tasks

      Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

    • Unable to see Zoho contacts in Zoho app on ios

      Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

    • Task Due Date greater than 10 years.

      We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

    • External User onboarding for zoho connect is not really intuitive.

      So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

    • Hosting external websites on Zoho?

      How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

    • How to Add Time Formula Duration (hh:mm)

      Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Marketing Tip #4: Build your email list early

      Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

      Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • I want to add my other zoho account in same pc

      why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Capture Stripe’s Customer ID

      Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

    • Custom Modules - Where are Comments??

      In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,

    • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

      Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

      In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

    • IMAP Migration from Gmail

      I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please

    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

      When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

    • Request for Creating Multiple Email Accounts on One Mobile Number

      Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

    • Signature issue

      Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

    • mail admin not loading

      i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

    • Changing Account in Quote form does not update address information.

      I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

    • Zoho One Backup of entire account

      Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

    • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

      It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

    • Unable to send Emails - 452 4.3.1 Temporary System Error

      Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

    • I can't receive email

      I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.

    • Help for the alisa adding

      Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?

    • Lite plan attachment said 250mb but actually 25mb ?

      Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too

    • Can no longer export as pdf

      In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Old vs New Value for Deleted Lookup Values

      Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • customize payment page

      Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

    • Are Environments Worth It?

      In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

    • Next Page