get customer by email or any other parameter
How to search through customers by their email ids?
How to implement volume-based plan pricing in Zoho Subscriptons?
If I cannot coerce any of the existing Zoho pricing models to fit our own, can I instead collect all the customer and product quantity details myself and pass to Zoho (using the API) both the customer details and the final per-user/per month cost or must the final pricing info be calculated by Zoho based on its knowledge of some fixed plan/pricing? I was told that I could offer volume pricing using addons but I cannot see how to do that in a manner that is transparent to the customer (they're not
Why Pricing scheme is to defined only with Addons and not with Plan?
I am unable to understand, why don't we mention 'Pricing Scheme' like Tier, Volume etc. while 'Creating Plan' itself. Why is that it is mentioned while 'Creating Addon' only and then associated with the Plan. Is it not possible to 'Create a Plan' by defining the Pricing Scheme with Plan only? Can someone clear the analogy regarding this.
Automatic login options for customer portal
The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we have an option to do this using the APi or something similar?
Is it Possible to Hide customer fields from payment hosted page, but show fields in customer portal
Hi Zoho team, When a user creates a subscription through our webiste, we also create a deal in Zoho CRM. When the deal gets created in CRM, there are a lot of custom functions that set different kinds of fields. Once those fields get calculated, we want to pull those values in through a webhook and display them in the customer portal. The problem is that, as far as I can see, we cannot hide fields in payment hosted page, but then show those same fields in the portal. WHY? This seems like a bad limitation.
Changing Subscription Starts On date
Is it possible to change the Starts On Date for a Subscription after the subscription and invoice have been created. For example: The plan is for 15 visits in 30 days. Customer signs up for a 15 visit plan on 1st of the month. Customer pays the invoice on the 5th of the month Customer visits the business on the 15th of the month I want the Plan to expire 30 days from the 15th not the 1st. One other complexity. The visit is recorded in Creator so an API is used to update the subscription.
Zoho invoice my company with VAT...From NL to Spain, the invoice has to be WITHOUT VAT !
Hello, Can you please change this asap, as we are not complying with the law. Thanks in advance. Miguel
VAT in Zoho Subsciptions
Hi, Is it possible to set a different VAT for each country the customer comes from? Best regards, Arne
European VAT in register
My company is in the European Union, and for the issue of invoicing with respect to value added tax, companies from another country other than the one that issues the invoice, if they are accepted as intra-community operators, are exempt from VAT. Is there any way to put a field for the verification of companies, directly when a company subscribes? https://www.agenciatributaria.gob.es/AEAT.sede/en_gb/tramitacion/ZZ09.shtml thanks
Minimum transaction amount
Right now, if we put the renewal date on the 1st of each month, it seems like a customer who subscribe just the day before will have to pay for 1 day then need to pay again the next day to renew their subscription. Most system that allows this option will give you the option to say a minimum of days to the bill, so if it's below that number of day, it will bill the current month + the upcoming month. Example Number of days in the month: 30 Monthly Price: $60 Renawal day: 1st of each month Minimum
Overdue Balance / Account Statement
I noticed that by default, when a customer receives an invoice, it does not contain any information about any unpaid balance due on previous invoices. Is there any way to enable this? Sometimes our customers do not pay for several billing periods in a row, and I would like a way to show them the total amount owing as it accumulates with each successive invoice. Thanks, Edward
Zoho CRM active subscriptions view
How could I create separate view in CRM that'd be synced with Subscriptions? I have to create simple and reliable contact list of active members. Now we have a lot of dublicates and mess inside our CRM. Any suggestions? Native integration doesn't work.
Early Restarting Billing Cycle
Is there a way to set the billing cycle to renew mid-cycle? i.e. we sell a data capped internet service which the customer can choose to renew mid-billing cycle if they use their data allotment. Rather than do metered billing where we bill monthly and include any renewals (that would create a lot of room for error on the accounting side) we are wanting to set their next charge date to the date of their early renewal and just reset their billing to that date. Ideally this means that they are on an
Is it possible to have different pay periods for the same plan
Hello, Lets say that I have 3 plans for the same product, Basic, Pro, and Enterprise. I want to encourage customers to pay annually, but also to allow monthly charges and quarterly charges. The yearly price will be lower of course. If I do that using plans only I will end up with 9 different plans (3*3), and this is only one product. Do you have such a feature to allow various payment periods for the same plan? Thanks, Oren
Default payment gateway option in Zoho subscriptions
When My customer make payment using hosted page, payment is done through stripe payment gateway which I want to change to authorize.net. Where do i get an option to change default payment gateway.
What are good alternatives to Stripe?
Stripe has recently changed its policy where they no longer refund their fees. Are there any better/cheaper alternatives to Stripe?
Creating concept subscriptions
Hi, I would like to automate the creation of subscriptions when a , but a manual check needs to be performed before they can actually be started and invoiced. Is there a way to create subscripitions in concept for customers? Or would using the unbilled charges be an option? Also, we create websites. Customers start paying when their website goes live. We'd like to create the subscription in concept once the deal has been signed so we don't forget to do it, but the customer can't be billed right then.
WP plugin still supported? Zoho Subscriptions
I tried installing and configuring the WP plugin for Zoho Subscriptions but cannot get it working. Following the directions on the integrations page, I end up with the below after creating a new page, clicking the button to add the Subscription and selecting the plan. The page shows blank when browsing. WP version 5.4. <iframe id="ZSubscriptions" style="border: none;" src="https://subscriptions.zoho.com/subscribe/a64cdba7b185214a8d7e3db7206fd5141f563cd205dd5841ad482bf477cf719e<br /> <b>Warning</b>:
Charge Date
Hi, I set up a Subscription which is now live and through GoCardless. I have had people join up, however the charge date on GoCardless is a week ahead. I'm not sure why this is happening? Any ideas?
GoCardless payment status not updated
Hi, we have a GoCardless integration with Zoho Subscriptions. The booking with SEPA payment through GoCardless worked fine, the invoice is paid and shows properly in GoCardless. Unfortunately this status is not updated in Zoho Subscriptions even after a synch. Can someone help? Thanks Heico https://flowpilot.io
Upcoming renewal notifications showing all a customer's subscriptions
We invoice subscriptions on the first of every month and collect payment offline using GoCardless. To avoid customer billing queries after the fact, I want to email customers an upcoming subscription renewal notification but one that includes all a customer's subscriptions, preferably in a HTML table format. Some customers can have 10 or more subscriptions so sending out notification emails for each subscription isn't really practical. Can anyone point me in the right direction?
Future Dated subscription
Hi, I have a problem where I need to be able to give our customers the option of selecting the start date of their subscription during the checkout process, however for the life of me I cannot figure out how to do this. I have no programming experience so anything to do with APIs and such is beyond me. What I want is very similar to your example on this page https://www.zoho.com/subscriptions/checkout/future-dated-checkout/ However, whenever i get this over to Zoho Creator it just gives out an error(attached
Start Subscription on certain date
Hi, please can someone tell me how I make a subscription start on a certain date or allow the client to select a certain start date? Thanks
Add volume slider to a custom checkout button or pricing table
I'd like to customize the checkout button embed widget and include with it a slider or something that would allow for the user to quickly change the quantity and see the price change. Then, they could press the subscribe button and that quantity would be passed over to the Hosted Payment Page in Subscriptions. If I can't do it all in Subscriptions, is there a clever embed widget with a "checkout" button that I could build in Forms or something and have that pass along the quantity in the URL to the
How can have customers agree to Terms and Conditions before they subscribe?
I would like to have a checkbox that has a link to the terms and conditions - before Customers Subscribe. How can I accomplish that with ZOho Subscriptions?
Is it possible to show some custom customer fields in one hosted payment page but hide same field in other hosted page?
Hi Zoho, I can't seem to hide some custom customer fields in one hosted page and show the same fields in other hosted pages. Is there a way to do this? If not, this is an inherent issue that should be addressed. I really think it makes sense for Zoho Subscriptions team to work with Zoho Form team so that we can incorporate Zoho Forms directly on the hosted payment page. This feature would solve sooo many issues that customers are facing and would make it so much simpler for prospective customers
Unique annual (subscription) pricing per customer
Zoho Subscriptions, Our business is driven by an annual recurring revenue model but, our pricing is generally unique per customer based on the level of connected devices each customer has. So, while we want to track ARR levels, churn, etc. by customer it's not clear we can use Subscriptions which seems to require us to define a "Product" with set pricing. Any ideas? Thanks, Jeff
How do I change this message?
Annual Subscription Fee + Weekly Service Fee(s)
Hi - Looking to build 3 plans (Basic, Plus, Premium), each with a different annual fee. Each plan also has a per week + per event cleaning fee: eg - I choose Premium Plan @ $99 annually and I'd like maid service 3x/week @ $50 per visit (or $150/week). Users will need to choose both an annual membership plan + a weekly service frequency. What's the best way to set this up in Zoho Subscriptions? Use metered billing? Thanks!
Trying to use the "custom events" option with a custom function
Hello, I'm trying to create a custom function in Zoho Subscription that is supposed to send out an email 30 days before a subscription is set to expire. I've created the custom function and set it up to use a "custom event" of 30 days before the "Next Invoice Date" but I never seems to execute on this custom event. I've tested the custom function by using the "Execute" button and it is working fine in the matter. Is there a trick to get this to work or is there a better way I can accomplish what
How to maintain steady cash flow during the COVID-19 crisis using Zoho Subscriptions
Dear customers, I hope this finds you and your loved ones in good health. We're all witnessing the effect that COVID-19 is having on businesses throughout the world. As consumers try to conserve their own resources, businesses can expect to receive more cancellation requests than usual. Here are some useful tips to help you be flexible and keep your customer base: 1. Communicate candidly and clearly with your customers: During this period, transparent communication with customers is a necessity.
Adding Attachments to Subscriptions
Hello, We have not used Subscriptions yet. Our annual maintenance contracts are often specialized one-off contracts with many pages and sometimes a lot of required legalese. I'd like to use Subscriptions to track these. is there any way to attach a document to a subscription so that the contract document gets emailed out along with the request for renewal payment? As a second question, can subscriptions simply bill an account automatically each month? Thank You
HELP US ENDURE THE CORONAVIRUS CRISIS: Enable partial payments for internal staff
Hi, Given the Coronavirus pandemia, all businesses are going to suffer from a high level of late payments. Would it be possible to enable the possibility for our internal staff to decide what amount of an unpaid invoice we want to try to charge. This would enable us to get paid for at least 25, 50 or 75% of the invoice amount, in case the customer does not have enough money to pay for the full amount, but can pay part of the amount due. As commented above, I would restrict this possibility to the
Zoho Subscriptions Paystack Integration
Hello, We have a new business case that requires us to use a Nigerian payment gateway provider called PayStack. Paystack is not currently supported by Zoho and we're looking into how we can fulfill this requirement using the Zoho subscriptions API . Our requirement: When a customer's subscription bill is due, we want to trigger a deluge custom function that calls the Paystack api, charge the customer and updates the subscription based on payment capture success or failure. On Payment Success: -
Searching from a particular view
It does not seem possible to be able to search records in a particular view. If you change to that view and enter a search term, the results are returned containing records from All Customers. Here is the problem The 13 records below represent one customer. 12 of them are inactive. you cannot get this result and then narrow it to active customers. This adds tons of extra time/clicks to our day. We need to be able to limiit our search to active customers.
Zoho Subscriptions Customer Portal flow
We have implemented the auto-enable feature of Zoho Subscriptions and will be implementing SAML single sign on shortly. I am wondering if the step involving the invitation to join the portal can be disabled. How would that flow work when auto-enable and SAML both implemented?
Reactivations and churned subscriptions
When an sub gets cancelled due to dunning but is then re-activated, why does the subscription still show in churned subscriptions? When there is a payment failure and the user fixes the credit card, why does the subscription still show up in payment failures list?
Urgent : UPDATE CREDIT CARD ID OF AN SUBSCRIPTION
How can i update a subscription's associated credit card via api call ??
Customizing Themes
Is it possible to make slight customizations to the css that drives the themes? On the hosted payments pages, the field tooltips are very close to the background color, making them hard to read for some users.
Active Customers
The documentation states the following definition for Active Customer: ________________________________________ Number of customers subscribed to a paid plan till date. This does not include customers who are in trial. Consider that there are 20 active customers. If 5 customers have upgraded to a paid plan and 3 customers have canceled their subscriptions, the number of active customers would be 22. ________________________________________ If customer has multiple subscriptions, how does this fit
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