Hos to get zoho setup fee upfront?
I have a request from one of our clients. They would like to charge a client only the setup fee (upfront, something like a deposit) lets say 100€ (it is a fee which comes dynamically using API from a CRM field). After that the monthly fee to be triggeredPortal SSO without setting up SAML IDP
I see that custom SAML integration is available for letting customers access their portal in Subscriptions. That's nice, but a lot more complicated than it needs to be. All that's required for secure customer portal access would be an API endpoint thatProportional payments
Hiya Team, I am currently working with Zoho subscriptions to manage a monthly subscription. These subscriptions need to all be invoiced on the same day, namely the first of the month. This poses a problem however, since a customer can activate theirAge Banded Pricing
I am trying to setup a way to price a membership based on age banding and household size. Example: Ages 18-29/30-49/50-64 single, married, family will all have different pricing variable. I do not think it can be done in subscriptions alone. Is thereCoupon Code Field Pre-Populated with New Sign-Up Offer
My intent was to offer a 33% discount for the first-time subscribers and would like the coupon code to be pre-populated on the sign-up page to avoid reworking of applying the code following a customer complaint if they fail to enter it on sign-up.Generate Access and Refresh Tokens api required params
Hi, I am using Generate Access and Refresh Tokens api i need to know about some param. Can you please tell from where can i get grant_type, code ? Please have a look on screenshot https://prnt.sc/Ht4MorssmNPR/ Kindly help me. RegardsMinimum period for a plan
I submitted this as a request, but I think its actually a question: how can I set a plan so that is is billed monthly, but has a minimum term of 3 months, i.e. cannot be cancelled by the subscriber within the first 3 months, after that it moves to monthlyApi error
Hi, I am using Generate Access and Refresh Tokens api on postmen. I have client_id, client_secret,, redirect_uri and all required parameters but i am getting error : { "error": "invalid_client" } please have a look on screenshot https://prnt.sc/ee-gBWgVZ9iSPaid Subscription Trial?
What's the best way to set up a paid subscription trial vs. a free trial?Changelog Zoho Subscriptions
Hello, I am looking for a changelog, roadmap or something like that. The official "What's new" page is last updated in May 2022. So it would be great to see/read what updates were made with Zoho Subscriptions. MichaelCan you delay subscription payment for 1 week after setup fee is charged?
Hi Team, Here is my challenge: 1. We charge customers' a setup fee, however the product take approx 7 days to deliver to the client. 2. After the initial 7 days they we start their subscription, which gets automatically renewed every 30 days till the client decides to cancel. So we basically want the customer the fill out their details once on the Hosted Payment Page with their Credit Card details. Then charge them then for the setup fee, and then start the monthly subscription 7 days after. Is thisHosted Payment Pages auto Email on Error
Is there a way to create an automation to alert the admin user, through email, that a customer was unable to subscribe to a plan through a hosted page with the reason that the subscription failed? Like on the Notifications>Organization: "(customer email)You are not a part of any ZohoCRM service orgs. Please remove the scope to generate the token.
I am at the very beginning of trying to access some of the Zoho info in my C# client. I have registered my app as a self-client and now I am trying to get a token generated with scope "ZohoCRM.modules.ALL". I get an error: Generate Code You are not aCustom Fields in Zapier
Hi, I'm using zapier to move information from an accounting software to zoho subscriptions. I would like to use the custom field for customer and also subscriptions (please view image) Please advise: 1. How do I create those custom fields in zoho subscriptions 2. Where can I find the index number to be used in zapier. Thank you.Zoho Books Payment Gateway vs Zoho Subscriptions Payment Gateway
Hi Zoho, Zoho Books supports payment gateways in my country that Zoho Subscriptions does not. If I have a payment gateway setup in Zoho Books can I use that to action the Zoho Subscriptions payments? If not is there a suggested workaround?Abonnement mit Fremdfakturierung
Wie würde man in Subscriptions vorgehen, wenn man Abo‘s erfasst, die von einem Dritten in Rechnung (Fakturiert) werden? In unserem Fall gibt es Verträge die vom Software-Hersteller direkt berechnet werden.Abonnement im CRM anlegen übernimmt keine Steuer
Wenn man in Zoho CRM die Integration von Subscriptions verwendet und bei einem Kunden ein neues Abonnement anlegen möchte, dann zeigt das Fenster keine Steuer! Dann wollte ich in den Einstellungen die Steuer als "Standard" vorgeben, dann meldet mir Subscriptions,Mirroring Zoho client portal (from subscription) passwords and Wordpress passwords
Hi, I need a site where users purchase a Zoho Subscription and if so can purchase discounted tickets to our events, log in to restricted pages on a website and download restricted information. How can I do this? At the moment they use WooCommerce to purchaseUpdate Zoho Subscription Invoice
Hello All, Problem Statement:- I am not able to update the Invoice which i have created inside the zoho subscription by the api call, can someone help me for the same, I am also sharing the Reference code and error ...........Update Code invoiceID = invoice.get("invoice_id");Does Customer receive notice of price increase
If I change the price of a subscription, will the customer get some sort of notification of this (other than simply noticing it on his next billing)?Is it possible to have a hosted page prefilled with client information in Subscriptions?
Hello, I would like to know if it is possible to have some lines pre-filled with client information for a hosted payment page? Instead of having to fill in the credit card information myself, I would like that my clients were able to fill it in and theTrials without payment info becoming subscriptions.
Hi, According to this page https://www.zoho.com/us/subscriptions/kb/subscriptions/what-happens-after-trial-expiry.html The Trials subscriptions should be marked as canceled. I have been doing testing prior to launch and I have a few test accounts thatWorkflow for using the API to Upgrade a Subscription
Hi, I need to automate package changes and upgrades in Zoho Subscriptions. Browsing the forums I see there is an endpoint that is not in the API documentation https://subscriptions.zoho.com/api/v3/subscriptions/compute Do you have any tutorials or articlesTip #7 : Integrating online forms with Zoho Subscriptions
Hello everyone, We have 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 accessing external URLs from Zoho Subscriptions. This week, we will be looking at how you can integrate online forms with Zoho Subscriptions. Business Scenario: In many subscription box businesses, their primary need is to personalize the subscription box according to their customer's preferences. In such cases, businessesCustom Fields Limit in Zoho Subscriptions
Hello, how many custom fields can be used in Zoho Subscriptions? What is the custom fields limit of each type (Lookup field etc.)? Thanks, MichaelCan I remove the 'Powered by Zoho Subscriptions' from my embedded Hosted Page?
I have embedded a Hosted Page from Zoho Subscriptions with an IFrame on a website. I am wondering if it is possible to remove the 'Powered by Zoho Subscriptions' from the footer of that hosted page? Thank you!Subscription Update
If I change or update a plan, will the associated subscription gets updated automatically?Can I use Zoho Subscriptions without the Payment Gateway?
I operate in a country where none of the existing Zoho Subscription Payment Gateways are supported. I would therefore like to handle the payments via payfast.co.za (a local payment gateway) and use webhooks / APIs from Woocommerce to Zoho SubscriptionsPlan custom fields doesn't display, when requesting all plans
So, i created 5 different plans and created custom field for them (test_field). I inputed value in this field in every plan. However, when i use method to request ALL plans - it doesn't return custom fields. This parameter returns as empty array for everyDKIM record not found. Contact your domain provider.
Hi, I've added the DKIM record in domain dns. But the I can't able to validate that. Please do the needful.Handle Payment failure in hosted pages
We have integrated Zoho hosted pages api for payment gateway and where we have scenario to handle the payment failed cases. So how do we handle the payment failed in webhook for new subscriptions.Created webhook response is 403 forbidden
I have created a webhook for Payment Success event in test organisation. First of all i was not able to provide my https url in the url part, it showing the message like We were unable to connect with the given URL. Please enter the correct URL and tryUnbilled charges response code when trying to access new subscriptions in test org
When trying to access hosted page subscription in my test org account, intially it was working fine as we are getting the checkout url. But now these days when we create a new subscription we are getting the response code as "You cannot create a hostedCustomers Confused After Checkout - WE NEED CONDITIONAL "THANK YOU" PAGES
All of our subscriptions are completed through Hosted Payment Pages. Once the payment goes through, customers are redirected to the "Thank You" hosed page. The "Thank You" currently is incapable of giving the customer enough information about their subscription.Subscription start times...
Is there any way for a Subscription to start after the customer pays the invoice? Seems like the subscription starts as soon as the invoice is sent.How to pass Invoice Custom Field into Simple Hosted Page
I've tried using different ways: ...url_copied_from_product_sub...?email=$email&cf_iccid=$iccid&ICCID=$iccid&custom_fields%5Bcf_iccid%5D=$iccid&custom_fields%5BICCID%5D=$iccid email does prefil but iccid doesn't appear in subscription any tips?Testing Zoho subscription. How to change renew date ?
Hello, I'm currently run some tests on Zoho Subscriptions (with test mode). I would like to change the renew date to check if everything works fine when renewing (without waiting until next week) Is there any way to do that ?Kundennummer in neues Abo schreiben
Wir haben ein benutzerdefiniertes Feld "cf_kundennummer" das am Kunden zu finden ist. Wenn ein neues Abo erfasst wird, soll die Kundennummer aus dem benutzerdefinierten Feld "cf_kundennummer" in das neu angelegte Abo geschrieben werden. Vermutlich überHosted Payment Page with GoCardless - User has to type everything twice
Hey, we use the Hosted Payment Pages with GoCardless. The has to type all his data one time on the HPP and then he will be redirected to GoCardless and here he has to select the country and after this he has to type all his data a second time. All theSplit Payment Commission on Zoho Subscriptions
I have a product on Zoho Subscriptions that I'd like to put a split payment on. 75% sales - to keep for myself 25% sales - for a referral to receive Sample: One of our client purchased our services at $497. I'd like to split the payment for myself ($372.75)Next Page
Announcements
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own paymentAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the TransactionUpcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customersCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
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How to update the Status in a custom module?
Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
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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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