Customer Portal
Will the customer have access to manage their subscription (upgrade, cancel, etc.) or order addons through the Zoho Books customer portal or some other method? Bruce Letterle Red Lab Media
Applying Open Credits to Subscription Creation and Updates
Hi folks, Managing Credits can be tricky and involves lot of follow ups from the customers. But, now handling Credit Notes will never be the same again because we have come out with an update. In the past, open credits ( credit notes that have some balance),were applied only during subscription renewal. On the request of few our customers,we have enabled the option to apply these open credits during subscription creation and update as well. Now you can find the open credits getting applied to new
Wildcards in API ?
I need to list all "Addon" which are subscribed to. I can get this one by one by using GET /subscriptions/{subscription_id} But I need to list all the addons for all the subscription_id's. Is is possible to use som kind of wildcard for the {subscription_id} ? I guess this is the only way for me to get such an updated list of "active" addons?
Tax by State / Customer
Hi is it possible to associate a tax to only a customer when making the subscription? For example some states that you have a presence on require you to collect a tax, but only from customers that reside on that state. So when making the subscription can I add in the plan_code and tax_id to the subscription even if that tax is not part of the plan? I do not want to apply the tax to everyone in the plan only to certain customers. How does this work?
Getting empty payloads posted from webhook
I've setup a webhook to get events of Zoho Subscriptions, but it's not working very well. The hooks doesn't always get called, and when it does, the payload is empty. The operations that I'm attempting are to cancel a subscription and inactivate a user. See this request bin for examples of the empty payload. What can I do to get the events to fire, and the payload provided?
CRM and Subscriptions
If Subscriptions syncs contacts with Books, how does this affect my CRM sync to Books? There is a requirement for the CRM->Books integration to make sure I put contacts in CRM first or they will duplicate. Bruce Letterle Red Lab Media
Payment gateways supported by Zoho Subscriptions
The payment gateways currently supported by Zoho Subscriptions are Payflow Pro, Payments Pro, Authorize.Net and Stripe Connect. This list is very US centric. Is ZS likely to support 2checkout, Telr or any other payment gateway which remits to the UAE or India? If so, what is the timeline. Can we temporarily start with Stripe (we have a US account but prefer not to use it) and switch over to another payment gateway (in India, UAE) once supported by ZS? thanks.
Multiple recipients to receive payment notification
When a customer paid, is it possible to setup multiple recipients to receive payment notification? Thanks
UPDATE: Scheduled Maintenance planned for 9th May 2015
Dear Zoho Subscriptions users, We have planned for a scheduled maintenance on 9th May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during this period. We apologize for any inconvenience that may be caused due to this. Regards Sherry
This transaction cannot be processed due to an invalid merchant configuration.
I have put in the Paypal details but get the above message. I need help.
Possible to duplicate the setup from our LIVE organization, to our TEST organization?
Is this possible? Usefull in our testing to make sure we have identical setup.
Create Subscription Failing and Test Payment Gateway
A few things does anyone know what the value should be for the test payment gateway payment_gateway as well as can I use my paypal sandbox info in the paypal gateways? Also when I try to create a new subscription I keep getting a 400 bad request response and cannot figure out why. The JSon I'm passing is below as I'm assuming that is the issue because I can make other API calls without issue. It seems to be an issue with the card info because if I set auto_collect false and pass everything else below
Introducing Zoho Expense: Effortless Expense Reporting!
Hi, We're pleased to announce a new addition to the Zoho Finance suite, Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instant
Invoice Template, Renaming of Terms do not show in Subscription invoice, but do in Books
- I have changed the Name of the standard payment term "Net 0" to "A réception" (French invoices). - I have used the Invoice template "Standard European" - In the invoice, for Terms, it show up "Due on Receipt" on invoices generated in ZSubscription, HOWEVER when creating invoice for same customer in ZBooks, for Terms, it show up "A réception" (which is what I want and expect) Any reason why the invoice are generated differently if generated from ZSubscriptions vs ZBooks?
A Better Way To Share Ideas!
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Subscriptions. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature requests, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated
Offline Payments
Can offline payments be a payment option for new subscribers? Many businesses prefer to pay by check. Bruce Letterle Red Lab Media
Hosted Pages and Addons
Is there a way to have a client select a plan and also one or more addons and then take them to checkout? Bruce Letterle Red Lab Media
Invoice and Credit Note Template Preferences
There should be a checkbox for turning on/off the Notes and Terms & Conditions section for the Invoice and Credit Note Templates.
Email Notifications Templates - Add options for custom fields in the customer profile
When clicking the Insert Placeholder drop-down in an email notification template, it would be nice to show/make available custom fields that are associated with the customer profile.
Tax in One-Time Addons
Just wanted to point out a problem that I have run across. When adding a one time addon to an existing subscription, when the unit price is changed from the default value, the tax amount shown does not update to reflect this new value. When the addon is saved, tax is calculated and invoiced properly, it's just not displayed properly on the screen when adding the addon(s). Edward
Export Data
Hi, I am currently using a Test Organisation to see if Zoho Subscriptions fulfills our needs. However, I see no way to export such subscription data as would be needed to fulfill orders (e.g. to send distribution lists to our magazine distributors). I think really to do this you need to provide an export builder type feature. E.g. I can choose which fields to export. For instance, I would need a CSV export of all subscriptions with the following information: - Quantity - Contact Person - Company
Taxamo Integration for EU sales
Hi, Are there any plans for direct integration with Taxamo? Right now dealing with EU regulations are so complex that they pretty much require the sue of taxman to ensure compliance. Direct built-in integration would be ideal. Thanks
Integration questions
Hi, I am trying to build some test pages to integrate ZOHO subscriptions with my web site. Your API examples appear to be in Linux command line mode. I have tried to get this to work with Curl in php, but I am just getting an error. Do you have any example of how to use PHP to access your subscription API? For example, how would one make a call to retrieve a subscription? Also, I have a question related to the customer invoices. I can view nicely formatted invoices for a subscription via the control
Variable Subscriptions
I am considering using zoho subscriptions but I need a solution that allows me to have add ons that vary in price for example - number of emails sent and we need to add a number of units variable to the subscription on a monthly basis. Can you achieve this with Api? Or if this is possible without using API can you please direct me to instructions on how to set up please?
Testing Zoho Subscriptions
I am comparing ZOHO with Chargebee and CheddarGetter to determine which subscription payment system to use for a commercial web site. I have found that there are a few thing about ZOHO I don't understand (questions below). Can you help? 1) We have a web site with thousands of users with existing unique usernames. We would like to use our existing usernames as the identifier for customers on ZOHO subscriptions. But it looks like customer_id's are generated by your server and cannot be set with our
One-Time Addon
Is there any way I can add a one-time addon while creating a subscription? Currently I only see a way to add a recurring addon. If I have to add the one-time addon seprarately, the customer will get multiple invoices, which is lame. Example: We are an ISP and when we have a new customer, we need to be able to add a one-time Installtion fee, one-time Activation fee, and sometimes other one-time items as well. Any way I can do it all at once? If not, this should definitely be a feature that gets added.
Taxes
How can I have taxes automatically added to new subscriptions? I can't even find an option for tax anywhere in the options. Thanks, Edward
Possibility to se all customers on same Subscription Plan
We need the ability to see/list all the customers subscribing to a Plan. This could be achieved by: a) In Reports - Subscription Details: Make it possible to sort order by "Plan name" or b) In Reports - Active Customers: Make the "Plan name" clickable, and then list all the customers on this Plan Is this possible, or are there any other way I can easily list all customers subscribing to a specific plan?
One-time Add-On
I have set up a one-time add-on, allowed for all plans. Typically to be used for sign-up fee. It does not show up when I am making a new subscription. Only the recurring add-on show up. Any experience/feedback on this. Thank you,
How to delete users from free subscription - to upgrade to paid subscription
While trying Zoho I created several users. I want to upgrade to a paid subscription but with less users. How can this be done?
Introducing Zoho Subscriptions: everything you need to run your subscription-based business.
It's official! Zoho Subscriptions is now available and is here to fulfill your recurring billing and subscription management needs. We've just made an announcement to the world and you can read all about it here. We are open for discussions, questions and suggestions. Please do drop in a line, we can't wait to interact with you! Here are few other ways to reach us. Call us at +1888 900 9646 or email us at support@zohosubscriptions.com.
Webinar - Join us for a quick tour of Zoho Subscriptions!
Join one of our live webinars held every alternate Wednesdays at 11 AM PST to get an overview of Zoho Subscriptions. You learn how to 1. create pricing plans 2. add customer details and subscribe them to your plans 3. automatically bill and charge your customers on a recurring basis 4. instantly connect to Zoho Books, accounting software to organize your business finances and do much more. You can sign up for a free session here.
How do I mail invoices?
Hello, I went into a test account for Zoho Subscriptions and saw my invoices. Is there functionality, like in Zoho Invoice, where I can view and print all open invoices? I run a subscription business, but 90% of my invoices get mailed out. How would I do this in the Zoho Subscriptions software?