Customer portal authentification
Hello, Is it possible to login my users on my future product frontend with zoho customer portal credentials? How to challenge it? I found SSO with google as identity provider and i investigate it, but as i understood it uses google accounts. For timing questions i ask myself is it possible to connect my users on my product if zoho is the idp! Please help me! Thank youCredit Card Refunds are being saved as "Check"
I've been getting calls from customers regarding several refunds that Ive processed - they are saying that they have not received the refund. When I go to look, the refund method is set to check, something tghat I didn't do. Why is this and how can I stop this from happening?Paypal and IDeal for recurring SaaS subscriptions
Hi all, We are based in the Netherlands and trying to implement IDeal and paypal for out recurring subscriptions. Stripe is activated with ideal module but it does not show up (both on stripe side and zoho subscription side it has been activated). For Paypal, what kind of setup can I do for recurring transactions?Coupon Management Lacks functionality
Hey Zoho Team, Let me start of by saying I'm a huge fan of the entire Zoho suite. I have a couple of thoughts about the way coupons are handled and believe there they are in need of some improvement. There are a couple of key issues: 1. Coupons need to be unique for each product: I am not sure what the logic on this is but it makes it difficult to implement promos that are global. For instance I would like to run a promo campaign where I offer $20.00 off any of my products. With the currentWhat's New in Zoho Subscriptions - June 2019
Hello Everyone, Zoho Subscriptions is feature-packed this June! In the past month, we've worked to provide a better experience while using Zoho Subscriptions for both you and your customers. Here's what's new: Retain charges for later with Unbilled Charges You can now retain your customers' subscription related charges instead of invoicing them immediately. The retained charges will be available to review and invoice later. This is applicable for new subscriptions, one-time add-ons and additionalHow to bill Subscription Annually, but Addon Monthly
I have reviewed the documentation and looked at the UI and I cannot find a way to do this with in the built in systems. We have a Software subscription that the customer purchases, this is billed annually. This system is working. We would like to add an Addon that is billed monthly recurring until the add-on is removed or when subscription is canceled. The customer might only want the addon service for a few months. Or they may not be able to afford to pay for 12 months of the addon. The Addon couldHow i can integrate ccavenue payment gateway in Zoho Subscriptions.
Hi, Please give me a solution regarding this. RegardsEmail Notifications - adjust timer
Hi, Is there a way to alter the time that an automated email notification is sent? Specifically I'm interested in changing the 'Subscription about to Expire' date, which is currently set at 3 days before expiry. It would be useful to have multiple expiry reminders sent on different dates such as 30 days and 7 days before expiry. Any help appreciated, EllisWhen does Zoho Subscription auto charge when card is on account and new invoice
Hi, I have a questions when does zoho subscriptions charge a card for a newly created invoice. I have a customer + sub that they paid for. Several days later they want to upgrade to a higher priced subscription. We update their subscription ( via API) then Zoho creates the new invoice ( prorated for the days till renewal) and creates a credit memo and applies it to the newly created invoice, leaving the invoice open with the prorated amount due. This is beautiful. However, When will the customersInvalid value passed for Email
I'm trying to update an existing Customer email address. When I enter Customer>Customer Email and change the email address, I get the following error message: Please check the following Invalid value passed for Email. How do I update an existing customer email address.Do Combed Subscriptions Bill all at Once?
I have a customer who has a subscription as follows: PLAN 1 - Base $20 PLAN 1 - Addon 1 (x2) $2 PLAN 1 - Addon 2 (x5) $5 Will stripe charge the customer a combined amount, or will it bill them seperately for each plan ($20 + $2 + $5) or just $27? Thanks.Help with Company based Subscriptions
Hi, I'm currently testing out Subscription in the sandbox, and am struggling to see if im able to use it to allow users to set up a company, that company then subscribes to 'licences' for my web based program, and then assigns it to their users. I want the licences to be grouped and invoiced for on a specific date, and money taken by direct debit. I intend this to work the same as Zoho CRM works. However, It only seems to allow for single user subscriptions and not any group licensing as above.Pro-rata payment for part-year plan
It is really important to me that the annual memberships I'm selling fall due at the start of the financial year, 1st July where I live. I realise I can set up a Future plan starting next year but I'm looking for a convenient way of billing immediately for the period between sign-up and 1st July. If I set up an annual recurring plan with a start date in the past will the system raise a pro-rata invoice or do I have to invent some other way of billing for whatever period exists between sign-up andHow to trigger a CRM Workflow from a new registration from Subscription
New subscription create a new contact and accounts in both CRM and Subscription using the integration, but custom field don't sync on CRM, so I cannot trigger the CRM workflow from the custom field. Can I call the CRM workflow using a custom function in subscription ? if yes, how ? If not, how can I trigger the CRM Workflow ?Extending a Subscription via the API
Hello, We would like to use the API to extend the number of billing cycles for a subscription, i.e. the equivalent of the following UI action: https://www.zoho.com/in/subscriptions/help/subscriptions.html#extend-subscriptions We have tried "PUT /subscriptions/{subscription_id}" with the following body to extend the subscription by 5 cycles, but it did not work: { "plan": { "plan_code": "MY_PLAN_CODE", "billing_cycles": 5 } } Please let us know which API to use for this. ThankAttach and Send File with Unbilled Charges
Hi There, We are a phone company and we bill customers for their long distance usage each month. Long distance is post-paid so we create a one-time add-on as an unbilled charge on the 1st of every month for the previous month's usage. Our system computes the total charges and creates a PDF with all of the long distance call records. This is the file we would like to attach so it is sent automatically on the next billing cycle. We use consolidated billing for all of our subscriptions so all billsUS$ Price list
Hi, We are evaluating Zoho subsriptions. Can we use US$ as the base currency? we are head quartered in India but our customers are mostly outside India. best regards MukunthAutomate Renewal Process (including auto price increases)
Hello There, First post here! We have been using various ZOHO applications for multiple businesses for a few years now and we have recently started using ZOHO subscriptions. What we are trying to achieve is: We are an insurance company for consumers and in our specific industry we have yearly price increases. From point of sale auto renew our customers in 1 years time with price increases already set with a workflow from original point of sale: Example: Mr Smith signs up to a plan at £10 perAdd-on One-time Setup Fee Field
Our company is planning on using Zoho subscriptions moving forward however we noticed that the Add-on option doesn't offer a one-time setup field. It appears this is a stand option for products but not in the Add-on setup page. I called support and they suggested I create an additional unique one-time setup fee Add-on for each Add-on service we offer, or create a single generic one-time setup fee Add-on that can be adjusted each time it is selected. I assume you will agree if a potential customerWhere is the best place to store configuration information for subscription and add-ons?
Suppose I sell web hosting. Every time someone subscribes to a plan, I want to add the web site domain so it can be automatically configured when I get the subscription_created event from Zoho subscription. If that person takes 5 extra emails as add-ons, where could I store those emails to be created automatically? We can add custom fields to customers, and invoices, but not to subscriptions. What's the best (robust) way around this?How can i enable metered billing for specific plan when create subscription by hosted page API?
i want to enable meter billing for specific plan when a subscription create by hosted page API.URGENT problem - Zoho Subscriptions charging cancelled subscriptions
We have a serious problem this morning with customers being charged even though their subscription has been cancelled. This is extremely concerning and we have a lot of angry customers. How has this happened and what is Zoho doing to sort the problem and ensure our customers are refunded? We will also expect a refund of our subscription charges as compensation for the time it will now take my business to deal with this problem.Sign Up Page & Plan Widget Formatting & Testing
I am setting up Zoho Subscriptions. I currently use woocommerce subscriptions, so I get the way it all works, and I’m used to Zoho books and Zoho project/timesheet so I’m fairly experienced in Zohos ways generally, including the sometimes frustratingly inconsistent approaches across different modules. I have taken it as far as I can and have a list of queries. Many are of a nature where the answer might be that Zoho just can’t do that right now. Which is fine, better to know that than spend agesWhat's New in Zoho Subscriptions - May 2019
Hello Everyone, Our latest updates give you customization options that help smoothen your workflows and collect payments with ease for more customers. Here's what's new: Automate frequent tasks with Custom Schedulers Custom Schedulers let you create and automate tasks on a recurring basis. Your tasks can be configured to run based on a daily, weekly, monthly or yearly frequency. Exclusive settings for each frequency, like avoiding weekends or specifying the exact time & date to trigger tasks, giveCannot implement Subscriptions successfully.
I have read around the community and have seen others with similar issues. I am getting code 2, "request passed is not valid.". I have reviewed samples and replies from Zoho staff and still cannot successfully create a subscription. I have tried with "customer" and "customer_id" properties, but it seems the problem exists within the "plan" property. curl https://subscriptions.zoho.com/api/v1/hostedpages/newsubscription \ -X POST \ -H "Authorization: Zoho-authtoken xx" \ -H "X-com-zoho-subscriptions-organizationid:Authorize.net Integration
I entered in the correct Auth.net login and key info, but getting an error. Can Subscriptions be integrated to an Authorize.net Sandbox account for testing purposes?Retrieving a list of Custom Fields Through the API
In the UI it is possible to configure and view the available custom fields on a customer object by going to the URL https://subscriptions.zoho.com/app#/settings/preferences/customer/customfields Is it possible to retrieve the information listed there through the Zoho Subscription REST API? I don't see a corresponing endpoint in https://www.zoho.com/subscriptions/api/v1/legal documents and inflation
So how do people deal with a subscription contract. For example each plan shows headline advantages but what if the customer wants to see a more legal document showing exclusions etc. Also we may have the need to increase fees how do people handle this?Redirect URL from hosted Payment Update page
Hi All, Why can we not redirect a customer to a specific URL after they update their payment details - surely this is a default function. It works for the main sign up hosted page so why not for the ‘update payment’ page How do you control where the user goes once they update their payment information? Thanks GaryBest Way to manage single customer with multiple annual subscriptions
We have an annual software subscription and a client who will be purchasing multiple subscriptions (lets say 500) over next few years. For example, the subscription costs $100/year and the client signs up for one on 5/3/19, 2 in June (6/5/19 & 6/10/19), 3 in July (7/2/19, 7/3/19, 7/5/19), etc. We don't want to bill them $100 on each renewal date (1 in may, 2 in june, 3 in July, etc) as that would alot of invoices / payment activity as they eventually reached 500 subscriptions. How could we setadd on products
Is it possible- We have customers we would like to put on subscription but also to show them specific extra products that they could click on and would be added to their invoice. These tend to physical. I have looked through but cannot see and obvious way?What Payment gateway is avavailable for india with Autocharge
Hello I want to create a Payment link for customers with Auto charge for customers paying in USD. Please advise how to do it. My base currency is INR thanksI want to auto populate the hosted page with the user details like name, email address etc. before checkout.
Hello, I have a website in which I want to embed Zoho Subscription. I am able to use the hosted page url and get it done. However, I want to auto populate the hosted page with the user details like name, email address etc. before checkout. How can this be achieved? Also, I have two subscription plans one is with INR and the other with USD how can this be acheived? Please assist. Thank youQuantity editable on hosted page created via API
Hello. I started integrating my application with Zoho Subscriptions and I really like it so far. I need some help with the following issue. I want the quantity for the subscription to be editable. If I use the basic hosted page url, I can correctly edit the quantity. But I don't use the basic url, I create a new one programmatically for the user, so they don't have to input their account info again, and with this generated hosted page, the quantity field is locked. Why? How can I get it to work?Autopopulating Hosted Page Fields with Reference Parameters
Hi, I'm using a custom form (created in Gravity Forms on my Wordpress site) to collect a lot of custom information before I redirect them to my Zoho Subscription hosted page. I don't want my user to fill up his name, phone number and email again on the hosted page. I also want to be able to pass a value to a subscription custom field (which is a unique key to correlate the subscription and its corresponding entry in Gravity Forms. I tried passing the data as parameters like... https://subscriptions.zoho.com/subscribe/1e7d3fb6c1637d77184c1dcc0ce42db16a2bba0f6b053217afe8ded60e8a6aa6/Small?first_name=Abhishek&last_name=Agarwal&email=abhishek@email.comImmediate subscription Charge
Hi there, I'm making some tests with Zoho suscriptions but I'm having some issue when I create the suscrptions the cost of the product its $509 mxn pesos that I will be charging each month, plus one time payment of instalation of 1000 mxn pesos. But when I add a client to the suscription plan, the Immediate subscription charge makes a big discount of my product instead of charging the full price plus the instalation: Instalation cost: 1000 mxn pesos Product 1: 49.23 Do you know why is making thisTurning off Prorating
Greetings! I sell a service that does not permit a prorated price. In other words, once you've bought the service, we charge you for the entire month. Is there a way to work around the prorating feature? Contrawise, is there a way to limit customer start dates to only the 1st of the following month, so an entire month can be billed without pro-rating? Thanks, Joshua ArguienSalesIQ Chat in Subscriptions Customer Portal
Is it possible to add SalesIQ Chat widget into Subscriptions so that it's available on the customer portal and/or hosted payment pages?Whatsapp api integration
Many people are using Whatsapp, They have api also available, Why not to integrate Whatsapp integration?One time payment
Is it possible to use Zoho Subscription as one time billing tool and offer Subscription as add-on? Or use it as as one time billing tool only?Next Page
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Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,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 distinct
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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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