How long has the Update Custom Fields button been at the top of the Subscription screen?
Renaming organization does not reflect on all places like billing and others
I have renamed the organization name to Novizna from Evnesoft but in billing and email it still displays Evnesoft
Zoho Billing Record Refund vs Refund
When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is
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
LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th
As of February 24th, the dunning emails stopped rendering/displaying %LastFourDigits% placeholder! This has been working for 2 years without issues but last 6 days, it's not rendering. Example of Dunning emails from last few days: RIOR to February 2
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Custom Email Template in Drop Down in Customer Record
In a dropdown on the customer Record there is the ability to send manual emails for topics like request payment information. Is there a way to add additional manually sent email templates (would be a new one) from that same drop-down?
Coupon Code Re-Use
If we have a one time coupon code that is added to a subscription, can we re-use the same coupon code on the same subscription in the future? We would be giving discounts for referrals on a periodic basis. Is there a better way to handle this?
Can we connect Zoho Billings with QuickBooks?
Hi, On the old page of Zoho Billins (Zoho Subscriptions), it mentioned that we could connect Zoho Billings with QuickBooks. I don't find QuickBooks on the list of integration on Zoho Billings page now. Is it still possible to connect Zoho Billings with
How to edit a cancellation reason
We are trying to improve our cancellation reasons so we can better understand why customers are cancelling. Our list of reasons has improved as we have studied the matter. I would like to update the reasons for past cancellations, but I can't find anyplace
Issue with TrialDays Disappearing When Editing Subscription
Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation
Paypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live
Customer Display Name
The Customer Display Name defaults to only the first name. Is there a setting to make it default to display both the first and last name? Thanks, Bryan
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
Member Portal with Subscriptions
We are a subscription box business using Zoho One. How do our members login to make changes to their subscriptions, contact details, etc. Is there a portal? If not, what should we do to create one? Also, we must be able to customize the portal with tabs and custom fields. Finally, we need form and survey information to show up in the portal with some items editable and others read only. I really need this information soon. Thank you! Paige
Map Plan to Different Income Account for Some Subscriptions via API
We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,
Authorize.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 Transaction
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Subscription Events
Good day, I'm working with web hooks and I am curious if there is a documentation for the `event_types`? Like a detailed list of events and event orders, life cycles. Is there something like that? I couldn't find any.
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 21st October, your customers
Discount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of the addon. This is not ideal, however, as it does not show anywhere on the invoice that a discount has been applied for that line item. There are two possible solutions to allow line item discounts: 1) Allow users to enter a negative amount for plans/addons.
Error message when changing plan
Hi, We are changing plans on a customer but get the following error message when clicking "Continue" - Invalid Element tds_override_preference any quick help would be very appreciated.
Where do Zoho Webhooks originate from?
I am trying to use the webhook feature and it works on my local machine. However, when I run it on a production server which has a firewall it blocks out requests. I found that the sandbox requests originate from: crmsandbox.zoho.com So I was able to
Change activation date on active subscription?
Hi, We charge our customers on a 12 month basis. Whenever the client (or we) wants to change something regarding their plan, pricing or amount of concurrent users we sign a new agreement. This means that we would like another activation date..this field
Can a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?
Pro Rata Billing and Quarterly Invoicing Issues in Zoho Subscriptions
Hello everyone, I’m having trouble with pro rata billing for quarterly subscriptions in Zoho Subscriptions. I can only find the option to set the billing cycle to "every 3 months" but not specifically to "quarterly" as a distinct option. Currently, pro
Subscription Date Variables Not Displaying on Invoice When Used in Plan Description
Hello everyone, I'm experiencing an issue with displaying subscription date variables on invoices. I tried adding the variables %SubscriptionStartDate% and %SubscriptionEndDate% directly in the plan description, expecting them to show the subscription
No generated refresh token
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoSubscriptions.customers.ALL,ZohoSubscriptions.subscriptions.ALL,ZohoSubscriptions.invoices.ALL,ZohoSubscriptions.products.ALL,ZohoSubscriptions.plans.ALL,ZohoSubscriptions.addons.ALL,ZohoSubscriptions.coupons.ALL,ZohoSubscriptions.hostedpages.ALL,ZohoSubscriptions.payments.ALL,ZohoSubscriptions.settings.ALL,ZohoSubscriptions.webhooks.READ&client_id=client_id&response_type=code&access_type=offline&state=billing&redirect_uri=redirect_uri
The "Pay via Bank Account" field in the customer record
We've decided that we would like our customers to be able to setup payment via ACH. Is there a way to easily change the field "Pay via Bank Account" to enabled for all of our customers? If not, is that something that your team could do for us? Also, is
Update Membership Description on Invoice
Hi, We've updated the description of our membership product. It is a monthly renewal membership, and we send an invoice to customers each month. When new customers buy the membership, the new description appears in the invoice. However, when current customers
Multiple Subscriptions going to month end invoice
I'm looking to build subscriptions without creating a corresponding invoice that is emailed out to the user. Here's the workflow I'd like to use and would appreciate help in implementing this: Add subscription to a client. Let's say we add a $50/mo recurring
Zoho Billing Contacts
1) If there is a primary contact and one or more secondary contacts, can these secondary contacts access the customer billing portal? 2) Can each subscription under a customer record be assigned to a different contact so that that contact only receives
Stipe not showing as an option when sending out an invoice.
I am using Zoho Payments as the credit card processor and Strip as the ACH processor. When I send out an invoice to be paid the customer only sees the option to pay via credit card with Zoho payments. I do have the box check that allows for ACH payments
Multiple Paypal account in zoho subscription
is it possible to configure multiple paypal account in zoho subscription ? if you have different paypal account for different products / services offered.
Possibility to forecast ARR in Billings?
Hi, Is it possible to forecast ARR/MRR? If I run the existing reports they are not able to forecast e.g. looking at ARR - churn/non-renewing. Or are there other reports that would give me this data?
Auto-charge is not available
Hi, In zoho billing, i am using paypal as payment gateway. I am getting this notice in red "Auto-charge is not available". My business is aiming to get subscription with auto recurring payments, is this a problem i should fix? If so - please explain how
Subscription pro-ration when self cancelling
When we cancel a subscription for a customer in zoho subs, it gives us the option to cancel immediately or cancel at the end of the subscription term. If cancelling immediately, I believe that a refund pro-rated for the unused amount is created for the
Single Sign on for Customer Portal
I'm building an application and would like to use Zoho Subscriptions but digging through the docs have not yet seen a way to accomplish single sign on between the user accounts in my application and the Zoho Subscriptions Customer Portal for Customer Contact Persons. Is there any way to do one of the following to accomplish single sign on between my application and the Customer Portal? * Send Zoho Subscriptions a JSON token from my application, like Zendesk does when a user in the app attempts to
Feature Request: Customise module visibility in Zoho Billing / Subscriptions portal (without affecting Zoho Books portal)
If you are using Zoho Books for your day to day invoicing and Zoho Billing to manage your customer's subscriptions, you will notice that users of the Subscriptions customer portal can see unrelated modules such as Estimates and Sales Orders if they are
Save embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how they
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