Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Issue with TrialDays Disappearing When Editing Subscription
Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation
Paypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Customer Display Name
The Customer Display Name defaults to only the first name. Is there a setting to make it default to display both the first and last name? Thanks, Bryan
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
Member Portal with Subscriptions
We are a subscription box business using Zoho One. How do our members login to make changes to their subscriptions, contact details, etc. Is there a portal? If not, what should we do to create one? Also, we must be able to customize the portal with tabs and custom fields. Finally, we need form and survey information to show up in the portal with some items editable and others read only. I really need this information soon. Thank you! Paige
Unique Use Case?
We operate a lawn care & landscaping company and are developing an instant estimator on our website based on a lot size api. Is there any way to pass a monthly subscription price onto a hosted payment iframe? Every user will have a different price so
Zoho Billing in 2024 : A Year of Growth
You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice
Map Plan to Different Income Account for Some Subscriptions via API
We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,
Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
Increase subscription prices for existing subscriptions
Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
change subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,
What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction
How to update the Status in a custom module?
Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Customers receiving two email notifcations each time an invoice is created
Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone over
Subscription Events
Good day, I'm working with web hooks and I am curious if there is a documentation for the `event_types`? Like a detailed list of events and event orders, life cycles. Is there something like that? I couldn't find any.
Bulk-update prices on active plans
Hello Zoho and community. We are using Zoho Billing for our licensed products and have set up subscriptions for this purpose, including plans, add-ons, and coupons. Currently, we are facing the question of how to adjust the price of a license so that
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customers
Discount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of the addon. This is not ideal, however, as it does not show anywhere on the invoice that a discount has been applied for that line item. There are two possible solutions to allow line item discounts: 1) Allow users to enter a negative amount for plans/addons.
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Execute button for Zoho Billing
Hi, I miss the Execute button in the webhook function. It does exist in Zoho Books and found it very useful. Especially because testing a webhook in Zoho Billing needs some time due to the events configuration. Zoho Books webhook function buttons
Error message when changing plan
Hi, We are changing plans on a customer but get the following error message when clicking "Continue" - Invalid Element tds_override_preference any quick help would be very appreciated.
API Timeout Issue Starting on 05.09.2024
Since this morning, we've been encountering issues with API requests, with many of them timing out unexpectedly. After extensive testing and debugging, we found that the timeouts occur randomly, potentially due to a throttling limit or an API usage capacity
Where do Zoho Webhooks originate from?
I am trying to use the webhook feature and it works on my local machine. However, when I run it on a production server which has a firewall it blocks out requests. I found that the sandbox requests originate from: crmsandbox.zoho.com So I was able to
Change activation date on active subscription?
Hi, We charge our customers on a 12 month basis. Whenever the client (or we) wants to change something regarding their plan, pricing or amount of concurrent users we sign a new agreement. This means that we would like another activation date..this field
Can a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?
Pro Rata Billing and Quarterly Invoicing Issues in Zoho Subscriptions
Hello everyone, I’m having trouble with pro rata billing for quarterly subscriptions in Zoho Subscriptions. I can only find the option to set the billing cycle to "every 3 months" but not specifically to "quarterly" as a distinct option. Currently, pro
Subscription Cancellation with Cancellation Reason via API
I tried cancelling subscription using this and its working fine curl --request POST \ --url https://www.zohoapis.com/billing/v1/subscriptions/5482717000000142015/cancel?cancel_at_end=false \ --header 'Authorization: Zoho-oauthtoken 1000.bc3af671b45fexxxxxxxxxxxxxxxxxx3e03eab90ed'
Preference Convert to Invoice from Quotes
Why are "Customer Notes" and "Terms & Conditions" converted? Can it follow the format in preference invoices? Because my preference invoices it's different from quotes.
Subscription Date Variables Not Displaying on Invoice When Used in Plan Description
Hello everyone, I'm experiencing an issue with displaying subscription date variables on invoices. I tried adding the variables %SubscriptionStartDate% and %SubscriptionEndDate% directly in the plan description, expecting them to show the subscription
No generated refresh token
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoSubscriptions.customers.ALL,ZohoSubscriptions.subscriptions.ALL,ZohoSubscriptions.invoices.ALL,ZohoSubscriptions.products.ALL,ZohoSubscriptions.plans.ALL,ZohoSubscriptions.addons.ALL,ZohoSubscriptions.coupons.ALL,ZohoSubscriptions.hostedpages.ALL,ZohoSubscriptions.payments.ALL,ZohoSubscriptions.settings.ALL,ZohoSubscriptions.webhooks.READ&client_id=client_id&response_type=code&access_type=offline&state=billing&redirect_uri=redirect_uri
Using Custom Modules In Zoho Billing to Recreate a Zoho Creator Automation?
Hi Everyone! A while back I created a custom hook between Zoho Billing and Zoho Creator that, when a new subscription starts, send an email with a link for them to fill out custom fields. It seems like this is possible with Zoho Billing Custom Modules,
The "Pay via Bank Account" field in the customer record
We've decided that we would like our customers to be able to setup payment via ACH. Is there a way to easily change the field "Pay via Bank Account" to enabled for all of our customers? If not, is that something that your team could do for us? Also, is
Update Membership Description on Invoice
Hi, We've updated the description of our membership product. It is a monthly renewal membership, and we send an invoice to customers each month. When new customers buy the membership, the new description appears in the invoice. However, when current customers
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