Offline Payments - Refund
What is the correct process to refund an offline payment? I want it listed in Zoho Subscriptions as a refund for my reports, but not for an actual payment as that is handled offline. Do I create a credit note, then refund that? Thanks
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
How do you turn off Welcome email in Subscriptions?
When we create a subscription it sends out a welcome email. Is there a way to turn that first email off and only have the Reminder email 30 days prior to the yearly renewal date go out? We know how to turn the Reminder emails on, but we don't know how
Adding non-Indian billing address for my Zoho subscription
Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh
How Do I Not Require a Credit Card on Hosted Payment Page
Your own marketing says that requiring a customer to enter a credit card for a trial reduces the chance that people will sign up. I can't find any way to not require the user put in a credit card. This should be an easy setting. The only references I see in the forum say that you can't use the hosted payment page. This is such a basic feature that this makes no sense to me. What is the workaround? If there is no way to not require the credit card, I would have a free trial as a plan but I don't see
Add another email (CC) to Invoice and Email notifications.
I am reaching out to inquire whether it is possible to add a second person in the CC section of the email for invoice and estimate notifications in Zoho. Currently, I am able to select a second person only when sending the invoice manually, but I would
Subscriptions Integration with CRM - Duplicate merge and sync pointing to the wrong customer
Hi everyone, We have the integration set up between CRM and Subscriptions. A while ago, we merged a bunch of customers in subscriptions. Now, the integration sync between CRM and Subscriptions sometimes updates the customer that became inactive during
Bericht "Aktive Kunden" wie in der mobilen Version
In der mobilen Version von Zoho Subscription zeigt der Bericht "Aktive Kunden" die Tarif (Tarifname) mit der jeweiligen Anzahl. In der Web-Version zeigt der Bericht "Aktive Kunden" ein ganz anderes Ergebnis. Hier müsste man jeden einzelnen Tarif anwählen,
Wie viele Erweiterungen kann man pro Plan (Tarif) anlegen?
Ist die Anzahl der Erweiterungen pro Tarif begrenzt?
Coupon 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. Regards
Minimum 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 monthly
Api 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-gBWgVZ9iS
Paid Subscription Trial?
What's the best way to set up a paid subscription trial vs. a free trial?
Can 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 this
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 a
Custom 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 purchase
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 the
Trials 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 that
Custom 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, Michael
Can 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 Subscriptions
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.
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.
Hosted 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 the
Split 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)
Showing the Zoho subscription of the parent account on the children account in CRM
Hello Zoho community! We are a B2B SaaS company and through time gather a decent amount of clients. These clients are all documented within Zoho CRM and we use the CRM-Subscription marketplace integration to know which clients are subscribed to what.
Ein Kunde hat mehrere Abo´s - Was ist ein Kunde?
Wir benutzen mittlerweile Zoho Subscriptiosn für unsere Software-Pflegeverträge. Bevor wir loslegten, mussten wir noch die Wahl zwischen Subscriptions. periodische Rechnung oder eine mit Creator entwickelte App entscheiden. Da in Subscriptions "durchdachte
How to get URL for hosted page (Payment Update Page)
I am showing the hosted page called "Checkout Page" and this is working. I want to add the hosted page (Payment Update Page) for customers who need to change their card details. I can find the URL for the Checkout Page from the "View Plan URL" link in
Void an Invoice in Dunning
Hello, I am seeking your advice as to how to Void an Invoice that is in dunning. When I try to Void the invoice, I get the error message "Cannot void the invoice when the subscription/recurring invoice is in dunning state". However, on-screen is also
Getting to the help documentation is very frustrating
Getting to help documentation from within the product is super frustrating.
Is there documentation for when a customer changes the subscription they have signed up for?
As a customer, is there any documentation on how the reimbursement works, what will be on the invoice, and an image of the procedure on the portal when changing the plan that I am subscribed to? As an administrator, I would like to know about reimbursement
Remove limit of add-ons per subscription
Hello, ok here's a bit of context : We sell a B2B solution hosted on a single platform with 7 different modules within the platform. Given the current functionalities of Subscriptions, our best option to document our client's subscription was to create
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