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

    • Ask for a quote to multple vendors

      We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to

    • Bigin merge field in email template for subject line to match lead name

      Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even

    • How to create auto-link between Invoice and Quote in CRM

      It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?

    • Why Are Columns Reset When Deleting Entry

      Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you

    • Pi or Pie? A slice of infinity in customer service

      Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential

    • Configuración

      Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si

    • GL account associated to each supplier for new bill

      Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)

    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

    • Zoho reply to not working. just reply to my self

      Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can

    • Mail Merge Stuck in Queue

      I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through

    • SMTP Email Sending Not Working for My Domains and Apps

      Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working

    • Receiving too many Spam Leads. Why?

      I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

    • Why is Zoho supporting the Proud Boys?

      Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.

    • Composite Item - Associated/Component Items

      I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?

    • Use openUrl() to edit a specific record

      I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup

    • why i cant access my web without the www

      please help me

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Help Centre Articles in Desk, Zia and iframe

      Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?

    • Rich Text/WYSIWYG Input Area

      I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)

    • How to create a directory report from one-to-many relationship

      Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

    • Change Default Selection for Lookup field

      I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account

    • Restrict visibility and user permissions Creator 5

      I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under

    • LMS - Why do Trainers have to be Users?

      I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is

    • ZOho mail not stopped working with my domain.

      i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.

    • Request to Cancel Zoho Mail Subscription

      Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the

    • zoho smtp limit for free users

      What is Zoho SMTP limit for free users?

    • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

      Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and

    • Has anyone built a discussion forum with a Creator Portal?

      I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the

    • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable

    • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

      The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile

    • Zoho Recruit > Email Templates

      Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,

    • Zoho Voice & Zoho Recruit/CRM

      Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota

    • Change start time after starting the timer

      Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels

    • Sending possible. Receiving not possible.

      We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

    • Problema para enviar y recibir correos

      Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

    • Data access tasks like 'For each record' aren't supported for 'integration forms'.

      My code is not running because i get the error "Data access tasks like 'For each record' aren't supported for 'integration forms'." I have my integration setup with Zoho CRM + Zoho Creator, the form is visible and working on my zoho creator however in

    • Zoho Reports Not Grouping from Subforms

      I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates

    • Create Automation for the Field "Mark up by"

      Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The

    • Free Webinar Alert! Before vs After: Proven ROI from Zoho CRM + Workplace Integration

      Hello Zoho Workplace Community! Before: Scattered tools, lost leads, fragmented communication. Are you ready to stop the constant back and forth between tools to manage leads, emails, and team communication? After: Connected tools, streamlined processes,

    • Zoho Forms to Zoho Sign Integration - Fields Missing

      If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.

    • Next Page