What's New in Zoho Subscriptions - December 2019
Hello Everyone, We've been busy refining your subscription management experience during the past few months with both feature updates and under-the-hood performance improvements. Read on to know what's new in Zoho Subscriptions this December: Pause & Resume Subscriptions One of our most requested features is finally here! You can now pause and resume your customers' subscriptions. Use this feature instead of canceling and re-activating subscriptions for customers who need a temporary break. Pausing
Introducing: Pause and Resume Subscriptions (Early Access)
Dear customers, Zoho Subscriptions now allows you to pause and resume subscriptions as per your preference. If your client wants to suspend their subscription temporarily, you can quickly pause and resume it, rather than canceling and re-activating it. Canceling a subscription will impact your churn reports, whereas pausing it will not. Being the holiday season, your clients might want to freeze their monthly or quarterly subscription until they are back from a vacation. By pausing and scheduling
Zoho Subscriptions API, can I have the entire customer experience be on our portal?
Hi everyone sorry if this is a dumb question. I see that Zoho Subscriptions has an API on it so was just wondering would it be possible then to have our own customer portal built ourselves, but using API allow customers to log in and then have it list all their invoices, make payments, view subscriptions and so on? I would assume so but just wanted to check, as my preference would be to use Zoho to handle the actual subscriptions and billing, but instead have the customer just do everything through
CustomFields in Subscription Plans - API answer ignores custom fields
Hi, i configured a custom field in the Zoho subscription web interface in the products section name: Features type: TextBoxMultiline After that I extended an existing plan and filled out my textbox which occurred as it should in the webinterface But when I query the Zoho subscription api (GET /plans?filter_by=PlanStatus.ACTIVE) I get the list of all my plans as a list but without the custom fields map. find one entry of the list here: {"plan_code":"Medquat","name":"Medium,quaterly","billing_mode":"prepaid","description":"","status":"active","product_id":"1464976000000065054","tax_id":"","tax_name":"","tax_percentage":0,"tax_type":"","trial_period":0,"setup_fee":2000.00,"setup_fee_account_id":"","setup_fee_account_name":"","account_id":"1464976000000000388","account":"Verkäufe","recurring_price":499.00,"interval":3,"interval_unit":"months","billing_cycles":-1,"product_type":"none","show_in_widget":false,"store_description":"","store_markup_description":"","created_time":"2019-09-29T20:11:15+0200","created_time_formatted":"29
Address Format (Displayed in PDF only. ) Placeholders not displaying in PDF invoice
We've created a form on our website that allows users to update their company_name, billing address and VAT (which is setup as a custom field). The form uses the Zoho Subscriptions API to update these values in Zoho Subscriptions. However, when we create a PDF invoice, only the company_name, dislay_name, and vat are displaying. None of the Billing Address values are shown. Below is the Address format as configured in our Zoho Subscriptions Admin here https://subscriptions.zoho.com/app#/settings/preferences/addressformat
Monthly subscription by users count
Hi, We are a SaaS platform like you guys in Zoho. We want to use Zoho subscriptions but we have p problem cause some of our clients are paying a deferent amount of money depends by their active users amount. It means that Customer X can pay on January $200 for 5 users ( 4 times $50 ) and on February they will pay 250$ for 5 users. We need to manuslly update the users count in order to charge the right amount. How can I manage it with Zoho Subscription? Thanks
How to make add-on appear?
I created a test product and an add on but when I check the link, there's no option for adding add-on, or changing the quantity. Hoe can I achieve this? I also tried integrating it with my WordPress site and the package only shows as is. There's no option for add-on.
Bill Every Days
I need to setup subscriptions which are billed every 30days. Is it possible to configure this? Seems only allowed in Weeks, Months, Years.
invalid oauth scope to access this URL
I want to fetch all customers so, i am using ZohoSubscriptions.customers.READ scope but i am getting error as "invalid oauth scope to access this URL"
Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
Subscription List Order
I am trying to find a way to order the subscriptions within Zoho CRM either accroding to date or status. However, there seems to be no way to sort the data. Any suggestions?
Retrieve Zoho Subscription ID following getList function
Hello, I am creating a custom function which will update a customer's Zoho Subscription as inactive when their Zoho CRM account is made inactive. I am using the subscriptions getList function as follows in order to retrieve all subscriptions: allSubscriptions = zoho.subscriptions.getList("Customers", "694960175"); My next step is to find the subscription ID which matches the Account that was made inactive. Based on instructions at this article: https://www.zoho.com/deluge/help/subscription/fetch-records.html
Is Zoho a merchant account provider?
I want to use Zoho subscriptions and I realize i need a payment gateway (I'm going to use authorize.net) but do I need another company to be my merchant or does Zoho subscriptions handle that?
IP Address for Zoho Subscriptions Webhooks in Europe
Hi, We are working on integrating Zoho Subscriptions into our website and are using webhooks to integrate with our internal system. We would like to whitelist only Zoho's servers for our api, however I can't find a list of IPs that the Webhooks originate from. Could somebody please let me know what IPs to whitelist for European servers?
Fast forward to 38 seconds - how do I setup a Hosted Page like the one in your demo video?
Starting at the 38 second mark in this video (https://www.youtube.com/watch?v=qgLwHzDMFTs#t=0m38s) you show how to create a Hosted Base Link. Then you embed this link in the pricing card. Then when the call to action button on the pricing card is clicked, the card flips over and the contents of the Hosted Base Link is displayed. This is really slick and exactly how the integration between the Hosted Page and the pricing cards should be done. Problem is, I've tried about 1,000 different methods
Change customer company name of an invoice at zoho subscriptions
Hi. Our Client has purchased our service and invoice was generated automatically but then they realized that the company name should be a different one. We tried to change the customer company name of this specific invoice at Zoho subscriptions , but we couldn't.. How should we proceed in that case? Thanks
MRR subscription
Hello, Apparently the MRR and ARR are visible only until Dec 2019, where is it possible to modify the end date in order to see the MRR forecast? Thanks in advance,
Send invoices to multiple CUSTOMER recipients
We have some customers who wish to have the invoices we generate emailed to multiple recipients at their company. I know Zoho subscriptions has the ability to add multiple contacts to a single customer, but does that mean ALL communications between Zoho Subscriptions and the customer will automatically get emailed to each and every contact under that customer record?
Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions
To import your data successfully, you will need to ensure that the rows and columns in your import files match with our sample import files, which can be downloaded from any import screen in Zoho Subscriptions However, even after doing this, you could still run into validation errors, which prevent your data from being imported. This could happen if Zoho Subscriptions has not been configured for the data in your import file. Here are a few examples of validation errors: You try to import transactions
Custom Views for Subscriptions
When creating a custom view for the list of subscriptions, the available column list does not contain all subscription fields. How can we add a field not listed as a column for a custom view?
Our subscription button code doesn't work anymore
Few month ago (on July the 3) we set up "code" on our website with that code (exemple one of them) https://subscriptions.zoho.com/subscribe/5d5613b0ba4774f2917a7c9f7d969c2f6a2bba0f6b053217afe8ded60e8a6aa6/PTCAA?addon_code[0]=LLNRAA&addon_quantity[0]=1 Now it doesnt work anymore and discover a different code Code we setup : https://subscriptions.zoho.com/hostedpage/2-b573eab12aa05eeb7881f5fdd81bd24104797a678c2ee2bc975c392ad32bdc2a3b55fb76257346ab5533942cbd6b8b0b/checkout Now when i download from
Free version to Trial version
I've created a Free version to check out the possibilities and now would like to test the Trial version, how do i go about doing so? After I'm done with the Trial, can i choose the Lite plan? I will definitely not need the Premium plan. Thanks.
Charging the stored credit card prior to subscription renewal date.
Is it possible to setup the billing such that the saved credit card is billed a number of days PRIOR to the renewal date? For example a subscription is due to be renewed on the 20th of this month - I would like to charge the credit card 4 days prior (on the 16th in this example) to ensure the card is working prior to the start of the new subscription period. Please advise.
Reminder: Encode square brackets in plan URLs by 20 October 2019
We made some under-the-hood security updates to Zoho Subscriptions recently. As a part of these updates, we will be deprecating the use of un-encoded square brackets in plan URLs. Note: A banner message regarding this was displayed on Zoho Subscriptions' dashboard a while back. With the deadline to implement these changes just 5 days away, this post is a reminder and can be ignored if you've already made the necessary changes. How to Encode Square Brackets If you're using parameters like addon_code[0]
Are Group Invoices and Add On Billing available with automatic billing
My developer seem to think you are restricted to offline billing. We have a situation where we will have customers responsible many subscriptions and add ones for those subscriptions and want to simplify things. Thanks
What New this November in Zoho Subscriptions
We are back with a set of new amazing features lined up for you this month. We are continuously looking for ways to provide you the best subscription management experience. So without further ado, let's dive in and take a look at the features and updates we've worked upon the past few months. Secure Export of Data Are you worried about security when it comes to exporting your data? You can now choose whether you want to include any sensitive Personally Identifiable Information (PII) while exporting
Generating hash value for webhooks security
Hey, so there is a feature for securing webhooks, however, the docs are very unclear https://www.zoho.com/subscriptions/kb/webhooks/securing-webhooks.html. The example you provided is not useful, since the JSON object is very simple and not similar to the one I get (the object of the example is flat). Can you please provide a better explanation for the string generation? in what way should the key values be sorted? do I have to flatten the JSON? do I have to sort it recursively? should I use hex
Payment Method DirectDebit - Invoice can not be sent at invoice date automatically...?!
We are using Zoho Subscriptions for our SaaS-Business in Germany. We understand, that the function of sending invoices automatically to customers is linked to the successful payment of the invoice, but concerning to legal and ususal reasons (in Austria, Germany, Switzerland and most of the countries in EU) the invoice has to be sent on the day or the day after invoice date to customers – it must not be addicted to the payment and for example, when payment was not successful, no invoice will be sent…
5 years of Zoho Subscriptions - Thanks to you!
To our community and team, Five years ago, Zoho Subscriptions started its journey toward easier billing for recurring payments. Today, we'd like to thank you, our lovely customers, for helping us get this far. While we are grateful to all of you, we'd like to extend a special thanks to Larry, Tolu, and Jaspar who have made valuable contributions to our Zoho Subscriptions community. Thanks for taking the time to help your fellow Zoho Subscriptions users and help grow their businesses, too. :) We
Changing Subscription
Hi, I have a question about what happens when I edit/change a subscription. When a subscription is created, it automatically pro-rates the amount from the date it was created, until the next billing date - this is good. When I edit a subscription and change, for example, the plan, it prorates from today until the next billing date. However, the issue arises with what happns to the "old" plan. When the "new" plan is less per month than the "old" plan, Zoho doesn't seem to properly credit the account
Rounding Feature in Zoho Subscriptions
Hello, Is it possible to set a round-off option in Zoho Subscriptions. Many thanks, Emily
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Subscriptions plan upgrade API
Hi there! I have following questions if you can help: 1. I have three plans in my product. Plan 1, Plan 2, Plan 3. Users can upgrade from Plan 1 to Plan 2 or Plan 1 to Plan 3 or Plan 2 to Plan 3. How can I support above scenario using hosted payment pages or APIs? I do not want to support downgrades, only upgrades. Is this possible? 2. Where can I find the URL to embed Payment Update page? 3. Add Plan description in pricing table. I need a way to add different pricing caption for each plan, how do
Tips and Tricks #21: How to schedule tasks in Zoho Subscriptions using Custom Schedulers
Custom Schedulers is one of our newest features, which helps you save time by scheduling frequently performed tasks. In this week's post, we'll be taking a look at how you can set up custom schedulers to address niche use-cases for your subscription business. Missed our previous post? Give it a read to learn how you can prevent contact duplication with existing leads from Zoho CRM. 1. Schedule crucial sales reports to stay informed about your business' health Reports like Lost Opportunities, Churned
Help with automatically printing an invoice
Hello, we are currently using two systems for our subscriptions and we would like to condense them all into Zoho Subscriptions. The problem is the people using our old system get paper bills in the mail and we would like to keep it that way. There are not that many people in the old system so I can just manually enter them. I also created another field in our form that is a checkbox saying USPS Customer to differentiate between the two. I would like to be able to setup so when an invoice is created
What's New in Zoho Subscriptions - September 2019
Hello everyone, Zoho Subscriptions has had a bunch of updates since our previous What's New post. Here's a quick look at all the new features and enhancements for September: Pre-fill hosted payment pages The data that your customers enter while signing up for a subscription on your own website or web form can now be pre-filled into the hosted payment pages. This can save your customers from the hassle of re-entering this information and thereby, provide a seamless transition to the hosted payment
Zoho Subscription Invoice Template Like Zoho's
I noticed on the invoice template Zoho uses for their subscriptions the description under each item includes the plan name, payment duration, start and end date for the billing period, and number of users licensed (example shown below). How can I get this level of detail on my invoice?!? Plan : Plan Name Here Payment Duration : Monthly Start 02 August 2016 End 01 September 2016 User(s) : 1
Hosted Page does not automatically charge credit card
Hi, I have an issue using Hosted Pages. I am creating one using the api, and displaying it to the user. User then fills in credit card details and subscribes. The subscription in the zoho dashboard is indicated as unpaid, with the charge to be collected on the date the subscription was created. On the next day, the subscription is still unpaid, and the invoice is listed as overdue. I am able to collect the charge manually, but how do I set it up so that the invoice is immediately paid for when they
Integration Zoho Books and Zoho Subscriptions Inventory
Hi. I was wondering, is there a way to have an integration between Zoho Subscriptions and Zoho Books. So that i can manage inventory for my subscription business? This is my case: 3 Products, 4 billing cycles for each product. Every time i have a new subscriber, depending on billing cycles, reduce the inventory quantity. Example product A, billed annually, subtract 12q from inventory. I cant find a way to check inventory in subscriptions, only in books, and there is no integration. Regards.
Tips and Tricks #16: How to charge your subscribers a late fee in Zoho Subscriptions
Charging late fees to your subscribers can be hard to digest, but sometimes late fees are necessary to run a healthy business. In this post, we'll be looking at how and why you might need to charge late fees for your customers in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about bulk-updating your data in Zoho Subscriptions, go ahead and check it out. Should your business impose late fees? Imposing late fees on your
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