What's New in Zoho Subscriptions - March 2022

What's New in Zoho Subscriptions - March 2022


Hello everyone,

This month's updates pack a punch! From highly requested features, to those that can elevate your subscription management in general, here's what's new in March:

More Control Over Proration

Proration is when subscription invoice amounts are adjusted according to usage. Until now, Zoho Subscriptions has handled all proration at the back end automatically. However, we've seen that some businesses, like those that ship physical goods to their customers, may not want to prorate subscriptions based on usage. The following updates address those needs:

Toggle Proration (Early Access)

You can now enable/disable all proration that occurs for subscriptions. This includes prorated invoices based on usage, and automatic invoice and credit note generation for subscription upgrades and downgrades, respectively. Proration can also be toggled at the subscription-level when creating subscriptions.


Note: Proration cannot be toggled for existing subscriptions.

To try this feature early, please write to support@zohosubscriptions.com with your organization's ID.

Prorate Flat Discount Coupons

Coupons that you've created with flat discount amounts can now be prorated too. This way, a coupon's discount amount will scale according to the number of days that a subscription was used, and can prevent situations where a coupon completely nullifies a subscription's prorated invoice amount.

To enable this feature, go to Settings > Preferences > Subscriptions > Prorate Flat Discount Coupons.

New Reports

We've added a host of new reports that provide actionable data points for your subscription business.

Average Sale Cycle Length

This report displays the average length of your subscriptions' sales cycles in days, i.e., the average number of days that it takes to receive the first payment after a subscription's trial period was started. This data can be valuable in measuring the steps that you take to get paid sooner. 


Upgrade & Downgrade Details

The Upgrade Details and Downgrade Details reports, can display details about when subscriptions were upgraded or downgraded. You can also generate comparisons between particular products or plans, and choose between different chart styles. This can give you insights on how product-level changes affect your business, along with details about how particular plans are performing. 


Trial To Live Conversions

This report charts the conversion rate of trial subscriptions at any given time and also gives you a list of all the trial subscriptions that were moved to the Live status during a particular period. Additionally, you can view the conversion rate of different plans to gauge their performance.


Active Trials

View a list of active trials for a particular date range. You can filter this report based on criteria like the trial's status, non-renewing trials, and trials expiring in the next 7 days. If you've enabled trial subscriptions to be extended from the customer portal, you can view the number of times a trial was extended too, along with the source from where it was extended.


Inactive Trials

View a list of inactive trials, i.e., trial subscriptions that were either cancelled or expired, for a particular date range. You can filter this report based on criteria like the trial's start date, end date or cancellation date. All of these reports can be accessed from the Reports module in the left sidebar of Zoho Subscriptions.

Hosted Payment Pages: Multiple Templates & Customization

These highly requested features enable you to go one step further in customizing the hosted payment pages for your customers.

Multiple Templates with Multi-language Support

You can now create multiple templates for the hosted payment pages and pick one as default for your organization. You can also add multiple languages for each template and customize label names and layouts for each language. When you've configured multiple languages your customers will be able to select the language which they prefer when they visit a hosted payment pages. 


Font Customization

Choose between multiple fonts and font styles while editing the hosted payment pages to reflect your brand's aesthetic better.


Reorder Fields & Sections

The sections and fields in the hosted payment pages such as the Billing Address, Shipping Address, and Account Information can be reordered while editing hosted payment pages.

Customer Portal: Seamless Onboarding & Collaboration

Our main goal with these features was to save time for both you and your customers by simplifying the process of accessing the portal.

Customer Portal Signup

You can provide your customers and their contacts with the ability to sign up to the Customer Portal by themselves, using signup links that will be displayed to them while making invoice payments, or after completing payments on the hosted payment pages. A signup link will also be displayed on the portal's sign-in page. To prevent unwarranted signups, customers can sign up only with the same email address that exists for their customer record in Zoho Subscriptions.


To enable this feature, go to Settings > Preferences > Portal. Check the Allow customer to sign up to the customer portal option.

Pro Tip: You can use the new Portal URL placeholder in your email templates to place a link to the customer portal's sign-in page.

Share Documents from the Portal

Your customers can share documents with you right from the Customer Portal. Only the Primary Contact will be able to do this, and customers must be allowed to edit their details from the portal.


These are some of the noteworthy features that were rolled out recently, but our What's New Timeline covers a lot more features, so be sure to check it out! We've also completed rolling out features for all users from our previous major update.

We hope you like the new features, and would love to know what you think in the comments below! If you need any assistance, feel free to write to us at support@zohosubscriptions.com, we'd be happy to help.

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

    • Collapsing and expanding of lists and paragraphs

      hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

    • Migrating Brevo Automation Logic to Zoho Campaigns

      Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance

    • Is there a way to delete workspaces?

      I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?

    • New Custom View -Sorting the Custom fields

      While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to

    • Make CAMPAIGNS email look as simple as possible

      Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

    • Canadian Banks ?

      Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks

    • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

      Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

    • Can I remove or divert certain contacts from an active Campaigns workflow?

      I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.

    • How to map fields from Zoho Recruit to Zoho People

      I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho

    • UTM in zoho campaigns

      Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u

    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

    • Knowledge base printing

      I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

      Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

    • Sharing my portal URL with clients outside the project

      Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

    • How do i integrate google analytics to Zoho Campaigns?

      Looking to track Zoho Traffic from email Current topic is outdated

    • How do teams manage meeting follow-ups across Zoho tools?

      We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that

    • Customize Colors used on graphs and charts according to users desire.

      It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Mejoras urgentes para ZOHO MEETING

      Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • Saving sent email campaign as PDF

      I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?

    • Exporting All Custom Functions in ZohoCRM

      Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help.

    • Appreciation to Qntrl Support Team

      We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,

    • How can I hide "My Requests" and "Marketplace" icon from the side menu

      Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

    • Whatsapp Integration on Zoho Campaign

      Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

    • Mandatory Field - but only at conversion

      Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important

    • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

      Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue

    • Free webinar: AI-powered agreement management with Zoho Sign

      Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • CRM For Everyone - Bring Back Settings Tile View

      I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view

    • Lets have Dynamics 365 integration with Zohobooks

      Lets have Dynamics 365 integration with Zohobooks

    • Add notes in spreadsheet view

      It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.

    • Opening balances - Accounts Receivable and Payable

      Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

    • Cancel Subscription

      Hi , Im want to cancel my account but without success please help me to do it

    • Making an email campaign into a Template

      I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

    • Direct Access and Better Search for Zoho Quartz Recordings

      Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

    • Multiple Cover Letters

      We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,

    • URGENT: Deluge issue with Arabic text Inbox

      Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we

    • Next Page