Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer'sRecording payment: "Mode of Payment" and "Deposit to"
We mostly get our payments automaticly via Stripe, but we still have quite a few payments which must be recorded manually. How do we set up that when we choose "Mode of Payment"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Mode of Payment"= Check, then "Deposit to" is automatically set to Undeposited Cash etc, etc. Must be some kind of setup to make this work. How?New feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based onZoho Subscription & Zoho CRM
Hi team, I need your assistance with Zoho CRM & Zoho Subscription. I want automation in the contact module, I want when new contact gets created in CRM it should send to Zoho subscription and automatically selected plan assigned to that contact and startWhen Creating a Subscription with a Future Start Date Does Credit Card get Authorized on Submission?
When we use Zoho Subscription Hosted Payment Pages, and we set a start date to a future date, does the credit card still get authorized on the submission? Will the Credit Card only be authorized when the start date actually comes around?Making more than 1 change in Subscription creates a problem
We have monthly subscriptions that are updated more than once a month. Once we make a change for the incoming month and try to make a second change we run the risk of losing the original changes if we don't first make a note of the new changes so we canIs location based subscription pricing possible?
We offer a range of different membership packages and the monthly price is different for customers dependant on their location in the country. London customers pay a higher price than those in Scotland for example. Is there a way of setting up subscriptions so that only pricing (subscriptions) that are available in the customers location is shown to the customer service staff using the system or the customer via a portal?Tip #8 : Implement metered billing with Google Sheet
Hello everyone, We've been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about integrating online form builders with Zoho Subscriptions. This week, we will be looking at how you can implement metered billing in Zoho Subscriptions with Google Sheet. Business Scenario: Metered Billing is the concept of charging your customers based on their usage of a product of service. With Zoho Subscriptions, youUsing the API to list all subscriptions for a particular customer id
Hello We are in the final process of evaluating zoho subscriptions and plan to write our own customer portal where each of our customers can log into our site and view all their zoho subscriptions, invoices, next invoice amount etc... Because Zoho Subscriptions only allows up to 10 auth tokens, we planned on using one token for all of our customers and just filter the API data by a specific customer id. Is it possible to make API calls like list subscriptions, list invoices etc... for a specificI can't import invoces because of file's size limit
Hi guys, I wanted to integrate CRM with Subscription but couldn't do it because of the difference in base currency between Zoho CRM and Subscription. I was told to create a new organization and import the documents I backed up from my current organization.Email Marketing - Zoho Campaigns Integration
Dear developers, In order to keep our past subscribers up to date with our products and services, we need to be able to keep a database with the customers that are no longer subscribed to our plans. It would be great if we can integrate Zoho Campaigns with the "no-longer-subscribers" customer list. Is there any way to achieve this (maybe using Flow?)? Are there any plans for integrating Zoho Campaigns with Zoho Subscriptions? Best, NagoreWhat's New in Zoho Subscriptions - April 2021
Hello everyone, Zoho Subscriptions has new updates which make it easy for you to comply with local regulations, as well as features that can help you save time. Read on to learn what's new in April. Support for Mandatory HSN codes/SAC (India Edition)Creating Workflow in Zoho Subscriptions to trigger in zoho creator APP
Dear All, I have a Zoho Subscriptions instance that I am using to capture subscription payment from my customers. The payment is for use of an App created in Zoho Creator. I want a way so that if customer payment has not been received 14 days after theIMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurringCreate invoices for subscriptions which have already started
Hello, often our customers start using our software immediately after the signup up, until we sign the contracts it will take some time and after signing the contracts we issue an invoice. So subscription start is lets say 1st of August 2018 Invoice will be issued today at 21st of August 2018 The invoice has a recurring plan and a one time setup fee Now I create the subscription and tell him subscription start date is 1st of August 2018 - as soon as I select a date which is older then today I getCustom trial period for plan not working when creating subscription through API
I'm trying to set a custom trial period when creating subscription using API (POST /subscriptions) This is my payload: 'customer_id' => 'xxxxxxx', 'plan' => [ 'plan_code' => 'xxxxx', 'setup_fee'How to automate invoicing when deals are closed
Hi guys, At this moment, we're planning to create quotes in Deals that are assigned to accounts. When those quotes are accepted and deals are selected as WON(%100), I want the Zoho subscription to invoice automatically regarding that quote. We're a SaaSIntroducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy toWebhook for product and plans updates?
Hi... There are no webhooks for product or plan updates ???What's New in Zoho Subscriptions — May 2020
Hello Everyone, We hope you're safe in these trying times. COVID-19 has taken a toll on many businesses, and to show our support for our customers, Zoho has put together some relief measures to help businesses stay afloat. At Zoho, we're working from home, but this hasn't stopped us from updating Zoho Subscriptions with the features you need. Here's what's new for May: More Actions for Bulk Updating Subscriptions Save time when updating multiple subscriptions! The bulk update feature now lets youNew Subscription Email Notification
Hi there, hoping I can get an answer please to my question, relatively new to Zoho Subscriptions :) I am creating a new subscription. Have tested in demo company area, and 2 email notifications get sent; 1 for the invoice, and 2 for a new subscriptionHow do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?
How do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?Iframe incompatible with wordpress
<iframe srcdoc="<div id='zf-widget-root-id'></div> <script type='text/javascript' src='https://css.zohostatic.com/books/zfwidgets/assets/js/zf-widget.js'></script> <script> var pricingTableComponentOptions = { id: 'zf-widget-root-id', product_id: '2-320c20b8938ab42d4bd3638ed5f68af9f94d3f998cf9700a8076ef6c79b9c2efd4348db3a334376c58bcad6fd428a6fd1dbfeec6502bd09348bf2deb26f7ad42', template: 'elegant', most_popular_plan: '', is_group_by_frequency: true, group_options: [ { frequency: 'Quarterly',"Please specify a valid card." error when creating subscription
When i try to create a subscription using API, with starting date in past, i get following error: Request: POST /subscriptions [ "customer_id" => "xxxxxxx" "plan" => array:1 [ "plan_code" => "xxxxx" ] "starts_at" => "2020-12-06" ] Response:Unable to cancel subscription on customer with open (unpaid) invoices!
It is not possible to cancel a subscription when a customer has an outstanding balance. Should this be so, or is it some kind of setup issue? It will cause problems for us as we will want to cancel subscriptions on non-payers. Thank you for update on this.What's New in Zoho Subscriptions - December 2020
Hello everyone, We've added new features that your customers will love! This month's updates are centered around increasing the convenience factor for your customers whenever they interact with Zoho Subscriptions. Here's what's new: Zoho SalesIQ IntegrationTips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions
If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you. Also, be sure to check out last week's post about sending invoices to your subscribersWorkflow Rules and Webhooks issue
I am using Subscriptions and Books. I created Workflow Rules and Webhooks in Books, to listen events for customer create/update. This works perfect if I update/create a customer via Books. If I update a customer via Subscriptions, the events are not triggered.Paying First and Last Month of Subscription
Our company is trying to figure out payment processing. We're going to be using 12 month subscriptions & need to capture payment for the first and last month at the beginning of the subscription. What I have seen so far is that we're only able to chargeZoho Subscriptions' year in review: 2020
Hello everyone, The team at Zoho Subscriptions has been keeping busy the past year. Here's a recap of some of our best updates from 2020, just in case you missed any of them. These were some of our key updates from 2020. We added much more features andZoho 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.Integration with Zoho Desk
Would be nice to be able to see the active customer subscription directly in Zoho Desk. It seems like the integration is available to do that with Zendesk, but not Zoho Desk, which seems unfair.Zoho subscriptions: How do I support annual commitment scenarios
I have a plan in my product where I need users to do annual commitment billed monthly though. How can I support this scenario in zoho subscription through APIs? I'm thinking to create a plan with monthly billing cycle and cycle expires after 12 months, and no option to cancel before this? Is there a better way to do this?Is Subscriptions missing automatic billing after credit card updated on the 3rd retry attempt?
Zoho Subscriptions has Retry Settings that works in many cases. For example, if the payment fails, Zoho Subscriptions will send out the first failure notification and then give the customer X days to update their credit card before automatically tryingI want to test some payment subscription with a test credit card from stripe
I have a test customer and place https://stripe.com/docs/testing#international-cards test credit card number to the Add New Card in subscription.zoho customer page. After I added, the test card was declined. Am I missing something?Current state of SCA compliance in Zoho Subscriptions
Strong Customer Authentication (SCA) is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways. SCA, as detailed in PSD2, was scheduled to go into effect from 14 September 2019, however, your local government may have extended this deadline. Note: SCA is applicable to payment gateways throughout the European Union (EU) and European Economic Area (EEA). Are payment gateways in Zoho Subscriptions SCA complaint? We've worked to ensure thatCommunity Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so thatSetup Fee & Multiple Subscription Checkout Questions
I'm trying to use the embedded widget and running into 2 major hurdles which are show stoppers for me: 1) I have a setup fee that is charged based on the quantity of the subscription. For example, $10 setup fee per 1 subscription. If the customer adjustsCommunity Learning Series | Digest #6 - October 2020
Dear customers, We're happy to bring you the October edition of our #CommunityDigest! This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to whereNext Page
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What's New in Zoho Billing | Q3 2025
Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed# 2 Why do we need a billing system when accounting covers billing?
In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systemsWhat's New in Zoho Billing - August 2025
Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business#1 Zoho Billing vs. Zoho Books: Which one should I choose?
Managing your business finances isn't just about sending invoices. It's about keeping everything organized, accurate, and moving towards your organization's goals. At Zoho, we understand the complexity, which is why we offer two powerful yet distinctWe've updated the webhook payload format
We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.
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Billing frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to
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Zoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanIntroducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has SubscriptionWhat'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 PlansZoho 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,Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
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