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
Minimum units per Subscription
What's the best way to set a minimum number of units per subscription plan? Specifically for use via a hosted payment page. Example: - Plan 'Standard' needs a minimum of 4 units before checking out - Plan 'Professional' needs a minimum of 10 units before
How To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,
issue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need
Zoho billing API by deluge
I am creating new function to update subscription activate date. And I got this error message for now. "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests per minute." How long does this message
Prices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? Thanks
'Pay Now' link in e-mail not working
Hi, I have a trial subscription to Zoho One and I'm using Billing to try if it will work for my company. I love the features it offers, however stumbled upon a problem. When I send out an e-mail with an invoice, the 'Pay Now' link directs me to the home
Plan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changes
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
Automate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
Send Invoice \ Estimate Via WhatsApp
Has anyone figure a way to send invoices and estimate using WhatsApp from the computer not a cell phone. There is a post in the forum but when i called support they tell me its not possible. Thanks Rudy
Price indexation (inflation)
Hi, in our contracts we have a provision that during the term of the contract we can increase the price annually with CPI (say 3%). Is there a way to update an existing subscription and say price will be example: 102 instead of 100 starting march 1st..
Quotes and Invoices
Hello we are new to Zoho and were told that custom quote functionality is being developed and would be made available to Zoho Billing soon. What we are looking for is for our sales reps to create custom quotes for our potential customers, apply what ever
Zoho Subscriptions and Books Integration
Hi I want to be able to create an estimate which can be sent to the customer and then once approved, convereted to a subscription. What i can see, it says the integration between books and subscriptions is "seemless" but i cannot find where to be able
How to sync username and password when client sub zohosub, then create that same user and pass into my website?
Hello, I have questions. Thank you in advance if you can help point me in the right direction. My website is built using wordpress+woocommerce. Earlier we sell subscriptions via woocommerce as a 'product' so when ppl buy that product = they buy sub and
Custom Service with OAuth2 and client credentials
We are trying to add a custom service in Zoho Billing (Subscriptions). The custom services uses OAuth2 with client credentials. The setup in the Zoho UI is easy, but when we create and connect a connection for the service we only get "Connection Authentication
Ability to Clone, Copy, Duplicate a Subscription
Hello, our subscriptions have many add on items all of which contain different quantities of those add ons for each different customer. It takes a lot of time to create each new subscription by adding all of the add on items one by one. It would be more
Mutual exclusive Subscription addons
Hi, I'm looking for a way to set up mutually exclusive addons for subscription plans. Is this possible to do directly? If not, is there a workaround or recommended way to make sure certain combinations of addons can't be booked simultaneously? Thank
Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I just
Zoho Billing in 2023: A Year of Evolution
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Documentation on new Hosted Payment Pages
Where is the documentation on the new hosted payment pages. The document in the user guide seems to still have the old info. Looking for info on the email verification feature and to see if we are able to yet save address info to our systems with the
What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customers
Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, and
API CANNOT ACCESS HIDDEN CUSTOM FIELDS???
Please allow us to GET/PUT values for custom item fields via API, even when those fields are hidden from user's view. I have some custom item fields that are used exclusively by custom functions/API's. I never want users to see these API fields because
"Add One Time Addon" —PLEASE ALLOW PAYMENT METHOD OPTION
Please allow us to select different payment methods whenever a customer wishes to purchase a "one-time addon". We are kind of a unique business in that the subscription products we offer are for physical items —we rent musical instruments. We also sell
MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS
Please allow us to show or hide specific custom fields depending on the user's role and the context. We've got a lot of custom fields. Some of them are for users to use when creating subscriptions/invoices/etc., but others are used exclusively by custom
Address Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fields
Zoho Billing Customer Portal Page
We use Zoho Billing for our Saas software. We have many clients that have multiple subscriptions, some over 200. When these people get to their customer portal, this is what they see: How am I as a customer to know which one of these subscriptions is
What's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.
Plan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?
Plan Content & Widget Features
Embed widget - description. None of the templates have the plan description included? This seems a very odd omission. How can I add the description to the widget output code? Embed widget - settings The settings will not save. Every time I go back to it I have to enter everything again - colours, button text, fee notation etc. Should they save? Am I missing something? Plan Clone Any method of cloning products and/or plans? Be a big timesaver for me and cloning is widely used elsewhere in Zoho.
Customer Updates Card During Dunning - Why is there no Automatic Charge for Invoice??
Zoho, When a payment fails and the subscription moves to dunning, the customer gets an email notifying them of the failed payment. They have the option to update their credit card information. When they update their credit card information, there is no
Valid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using
Zoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? Thanks
Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in payment
Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?
Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees different
Rate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
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