What's New in Zoho Subscriptions - March 2022

What's New in Zoho Subscriptions - March 2022


Hello everyone,

This month's updates pack a punch! From highly requested features, to those that can elevate your subscription management in general, here's what's new in March:

More Control Over Proration

Proration is when subscription invoice amounts are adjusted according to usage. Until now, Zoho Subscriptions has handled all proration at the back end automatically. However, we've seen that some businesses, like those that ship physical goods to their customers, may not want to prorate subscriptions based on usage. The following updates address those needs:

Toggle Proration (Early Access)

You can now enable/disable all proration that occurs for subscriptions. This includes prorated invoices based on usage, and automatic invoice and credit note generation for subscription upgrades and downgrades, respectively. Proration can also be toggled at the subscription-level when creating subscriptions.


Note: Proration cannot be toggled for existing subscriptions.

To try this feature early, please write to support@zohosubscriptions.com with your organization's ID.

Prorate Flat Discount Coupons

Coupons that you've created with flat discount amounts can now be prorated too. This way, a coupon's discount amount will scale according to the number of days that a subscription was used, and can prevent situations where a coupon completely nullifies a subscription's prorated invoice amount.

To enable this feature, go to Settings > Preferences > Subscriptions > Prorate Flat Discount Coupons.

New Reports

We've added a host of new reports that provide actionable data points for your subscription business.

Average Sale Cycle Length

This report displays the average length of your subscriptions' sales cycles in days, i.e., the average number of days that it takes to receive the first payment after a subscription's trial period was started. This data can be valuable in measuring the steps that you take to get paid sooner. 


Upgrade & Downgrade Details

The Upgrade Details and Downgrade Details reports, can display details about when subscriptions were upgraded or downgraded. You can also generate comparisons between particular products or plans, and choose between different chart styles. This can give you insights on how product-level changes affect your business, along with details about how particular plans are performing. 


Trial To Live Conversions

This report charts the conversion rate of trial subscriptions at any given time and also gives you a list of all the trial subscriptions that were moved to the Live status during a particular period. Additionally, you can view the conversion rate of different plans to gauge their performance.


Active Trials

View a list of active trials for a particular date range. You can filter this report based on criteria like the trial's status, non-renewing trials, and trials expiring in the next 7 days. If you've enabled trial subscriptions to be extended from the customer portal, you can view the number of times a trial was extended too, along with the source from where it was extended.


Inactive Trials

View a list of inactive trials, i.e., trial subscriptions that were either cancelled or expired, for a particular date range. You can filter this report based on criteria like the trial's start date, end date or cancellation date. All of these reports can be accessed from the Reports module in the left sidebar of Zoho Subscriptions.

Hosted Payment Pages: Multiple Templates & Customization

These highly requested features enable you to go one step further in customizing the hosted payment pages for your customers.

Multiple Templates with Multi-language Support

You can now create multiple templates for the hosted payment pages and pick one as default for your organization. You can also add multiple languages for each template and customize label names and layouts for each language. When you've configured multiple languages your customers will be able to select the language which they prefer when they visit a hosted payment pages. 


Font Customization

Choose between multiple fonts and font styles while editing the hosted payment pages to reflect your brand's aesthetic better.


Reorder Fields & Sections

The sections and fields in the hosted payment pages such as the Billing Address, Shipping Address, and Account Information can be reordered while editing hosted payment pages.

Customer Portal: Seamless Onboarding & Collaboration

Our main goal with these features was to save time for both you and your customers by simplifying the process of accessing the portal.

Customer Portal Signup

You can provide your customers and their contacts with the ability to sign up to the Customer Portal by themselves, using signup links that will be displayed to them while making invoice payments, or after completing payments on the hosted payment pages. A signup link will also be displayed on the portal's sign-in page. To prevent unwarranted signups, customers can sign up only with the same email address that exists for their customer record in Zoho Subscriptions.


To enable this feature, go to Settings > Preferences > Portal. Check the Allow customer to sign up to the customer portal option.

Pro Tip: You can use the new Portal URL placeholder in your email templates to place a link to the customer portal's sign-in page.

Share Documents from the Portal

Your customers can share documents with you right from the Customer Portal. Only the Primary Contact will be able to do this, and customers must be allowed to edit their details from the portal.


These are some of the noteworthy features that were rolled out recently, but our What's New Timeline covers a lot more features, so be sure to check it out! We've also completed rolling out features for all users from our previous major update.

We hope you like the new features, and would love to know what you think in the comments below! If you need any assistance, feel free to write to us at support@zohosubscriptions.com, we'd be happy to help.

Best regards,
The Zoho Subscriptions Team

    • Sticky Posts

    • What'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 Plans

    • Zoho 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,

    • Zoho 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.

    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

    • Recent Topics

    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

    • Zoho Desk Down

      Not loading

    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Formula fields not refreshing until page is reloaded

      I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • API ZOHO CRM Picket list with wrong values

      I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

    • Group Emails

      I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

    • Enable Password Import option in ulaa browser

      Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

    • Client Script | Update - Introducing ZRC: Simplified HTTP request library

      Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

    • Selection Filed for Data Export section

      Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • What if I dont see contacts on the left side list

      My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

      Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Voip Phone system that integrates with Zoho

      Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

    • Removing Related Modules Lookup Fields Assignment / Relationship

      Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Open Activities view.

      I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

    • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

      I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

    • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

      I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

    • Next Page