Tip #8 : Implement metered billing with Google Sheet
Hello everyone, We've 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 integrating online form builders with Zoho Subscriptions. This week, we will be looking at how you can implement metered billing in Zoho Subscriptions with Google Sheet. Business Scenario: Metered Billing is the concept of charging your customers based on their usage of a product of service. With Zoho Subscriptions, you
Using the API to list all subscriptions for a particular customer id
Hello We are in the final process of evaluating zoho subscriptions and plan to write our own customer portal where each of our customers can log into our site and view all their zoho subscriptions, invoices, next invoice amount etc... Because Zoho Subscriptions only allows up to 10 auth tokens, we planned on using one token for all of our customers and just filter the API data by a specific customer id. Is it possible to make API calls like list subscriptions, list invoices etc... for a specific
I can't import invoces because of file's size limit
Hi guys, I wanted to integrate CRM with Subscription but couldn't do it because of the difference in base currency between Zoho CRM and Subscription. I was told to create a new organization and import the documents I backed up from my current organization.
Email Marketing - Zoho Campaigns Integration
Dear developers, In order to keep our past subscribers up to date with our products and services, we need to be able to keep a database with the customers that are no longer subscribed to our plans. It would be great if we can integrate Zoho Campaigns with the "no-longer-subscribers" customer list. Is there any way to achieve this (maybe using Flow?)? Are there any plans for integrating Zoho Campaigns with Zoho Subscriptions? Best, Nagore
What's New in Zoho Subscriptions - April 2021
Hello everyone, Zoho Subscriptions has new updates which make it easy for you to comply with local regulations, as well as features that can help you save time. Read on to learn what's new in April. Support for Mandatory HSN codes/SAC (India Edition)
Creating Workflow in Zoho Subscriptions to trigger in zoho creator APP
Dear All, I have a Zoho Subscriptions instance that I am using to capture subscription payment from my customers. The payment is for use of an App created in Zoho Creator. I want a way so that if customer payment has not been received 14 days after the
IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurring
Create invoices for subscriptions which have already started
Hello, often our customers start using our software immediately after the signup up, until we sign the contracts it will take some time and after signing the contracts we issue an invoice. So subscription start is lets say 1st of August 2018 Invoice will be issued today at 21st of August 2018 The invoice has a recurring plan and a one time setup fee Now I create the subscription and tell him subscription start date is 1st of August 2018 - as soon as I select a date which is older then today I get
Custom trial period for plan not working when creating subscription through API
I'm trying to set a custom trial period when creating subscription using API (POST /subscriptions) This is my payload: 'customer_id' => 'xxxxxxx', 'plan' => [ 'plan_code' => 'xxxxx', 'setup_fee'
How to automate invoicing when deals are closed
Hi guys, At this moment, we're planning to create quotes in Deals that are assigned to accounts. When those quotes are accepted and deals are selected as WON(%100), I want the Zoho subscription to invoice automatically regarding that quote. We're a SaaS
Introducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to
Webhook for product and plans updates?
Hi... There are no webhooks for product or plan updates ???
What's New in Zoho Subscriptions — May 2020
Hello Everyone, We hope you're safe in these trying times. COVID-19 has taken a toll on many businesses, and to show our support for our customers, Zoho has put together some relief measures to help businesses stay afloat. At Zoho, we're working from home, but this hasn't stopped us from updating Zoho Subscriptions with the features you need. Here's what's new for May: More Actions for Bulk Updating Subscriptions Save time when updating multiple subscriptions! The bulk update feature now lets you
New Subscription Email Notification
Hi there, hoping I can get an answer please to my question, relatively new to Zoho Subscriptions :) I am creating a new subscription. Have tested in demo company area, and 2 email notifications get sent; 1 for the invoice, and 2 for a new subscription
How do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?
How do I allow my customers to renew their subscriptions by providing credit card information on Zoho Subscription?
Iframe incompatible with wordpress
<iframe srcdoc="<div id='zf-widget-root-id'></div> <script type='text/javascript' src='https://css.zohostatic.com/books/zfwidgets/assets/js/zf-widget.js'></script> <script> var pricingTableComponentOptions = { id: 'zf-widget-root-id', product_id: '2-320c20b8938ab42d4bd3638ed5f68af9f94d3f998cf9700a8076ef6c79b9c2efd4348db3a334376c58bcad6fd428a6fd1dbfeec6502bd09348bf2deb26f7ad42', template: 'elegant', most_popular_plan: '', is_group_by_frequency: true, group_options: [ { frequency: 'Quarterly',
"Please specify a valid card." error when creating subscription
When i try to create a subscription using API, with starting date in past, i get following error: Request: POST /subscriptions [ "customer_id" => "xxxxxxx" "plan" => array:1 [ "plan_code" => "xxxxx" ] "starts_at" => "2020-12-06" ] Response:
Unable to cancel subscription on customer with open (unpaid) invoices!
It is not possible to cancel a subscription when a customer has an outstanding balance. Should this be so, or is it some kind of setup issue? It will cause problems for us as we will want to cancel subscriptions on non-payers. Thank you for update on this.
What's New in Zoho Subscriptions - December 2020
Hello everyone, We've added new features that your customers will love! This month's updates are centered around increasing the convenience factor for your customers whenever they interact with Zoho Subscriptions. Here's what's new: Zoho SalesIQ Integration
Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions
If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you. Also, be sure to check out last week's post about sending invoices to your subscribers
Workflow Rules and Webhooks issue
I am using Subscriptions and Books. I created Workflow Rules and Webhooks in Books, to listen events for customer create/update. This works perfect if I update/create a customer via Books. If I update a customer via Subscriptions, the events are not triggered.
Paying First and Last Month of Subscription
Our company is trying to figure out payment processing. We're going to be using 12 month subscriptions & need to capture payment for the first and last month at the beginning of the subscription. What I have seen so far is that we're only able to charge
Zoho Subscriptions' year in review: 2020
Hello everyone, The team at Zoho Subscriptions has been keeping busy the past year. Here's a recap of some of our best updates from 2020, just in case you missed any of them. These were some of our key updates from 2020. We added much more features and
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.
Integration with Zoho Desk
Would be nice to be able to see the active customer subscription directly in Zoho Desk. It seems like the integration is available to do that with Zendesk, but not Zoho Desk, which seems unfair.
Zoho subscriptions: How do I support annual commitment scenarios
I have a plan in my product where I need users to do annual commitment billed monthly though. How can I support this scenario in zoho subscription through APIs? I'm thinking to create a plan with monthly billing cycle and cycle expires after 12 months, and no option to cancel before this? Is there a better way to do this?
Is Subscriptions missing automatic billing after credit card updated on the 3rd retry attempt?
Zoho Subscriptions has Retry Settings that works in many cases. For example, if the payment fails, Zoho Subscriptions will send out the first failure notification and then give the customer X days to update their credit card before automatically trying
I want to test some payment subscription with a test credit card from stripe
I have a test customer and place https://stripe.com/docs/testing#international-cards test credit card number to the Add New Card in subscription.zoho customer page. After I added, the test card was declined. Am I missing something?
Current state of SCA compliance in Zoho Subscriptions
Strong Customer Authentication (SCA) is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways. SCA, as detailed in PSD2, was scheduled to go into effect from 14 September 2019, however, your local government may have extended this deadline. Note: SCA is applicable to payment gateways throughout the European Union (EU) and European Economic Area (EEA). Are payment gateways in Zoho Subscriptions SCA complaint? We've worked to ensure that
Community Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so that
Setup Fee & Multiple Subscription Checkout Questions
I'm trying to use the embedded widget and running into 2 major hurdles which are show stoppers for me: 1) I have a setup fee that is charged based on the quantity of the subscription. For example, $10 setup fee per 1 subscription. If the customer adjusts
Community Learning Series | Digest #6 - October 2020
Dear customers, We're happy to bring you the October edition of our #CommunityDigest! This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to where
API Subscription trying to change current subscription product
I want to upgrade/downgrade existing subscription to another PRODUCT PLAN. Example: Currently USER is subscribed to PRODUCT “BASIC” and PLAN “Yearly”. I can switch PLANS (upgrade/downgrade) inside the same PRODUCT, that's fine. But if I want to change USER PRODUCT PLAN from PRODUCT “BASIC” and PLAN “Yearly” to PRODUCT “PREMIUM” and PLAN “Yearly” I receive a ZOHO error saying CODE “107210” and MESSAGE “Specified plan is not allowed.“. I tried with different product plans, monthly and early. If this
Tip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
What's New in Zoho Subscriptions - October 2020
Hello everyone, From sending out automated SMS notifications to staying up-to-date with your subscription metrics on the move, this month's update brings features that can keep both you and your customers notified about activities in Zoho Subscriptions. Let's dive in. Introducing the Twilio SMS Integration You can now integrate Zoho Subscriptions with Twilio to send your customers automated SMS notifications about new invoices, payments, and payment reminders. Learn more. Invoice Attachment Preferences
get customer by email or any other parameter
How to search through customers by their email ids?
Community Learning Series | Digest #5 — September 2020
Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
Cancelling a subscription in Dunning
We have a situation where a cancelation did not get processed before the next invoice went out. THe sub is in dunning and we need to void the invoice and and cancel the subscription. How can I acheive this? Void the invoice and cancelling the sub both result in the error that it cannot be done while sub is in dunning.
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
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