Subscription questions
I have a couple of things I would like to accomplish: Sending a subscription item invoice with multiple subscription items on it. I see an option to consolidate invoices into a single one, however, the system seems to automatically send each subscription
Using Zoho Subscriptions with Service Business
We're a lawn maintenance company. Let's say we have 3 different annual recurring subscription offerings: (A) Lawn Mowing Program (B) Lawn Fertilizer Program (C) Landscaping Maintenance Program and we also offer 3 "One Time" or "One Off" type services:
Best way to handle credit card disputes in Zoho Subscriptions and Books with Stripe
What's the recommended approach for handling credit card disputes for customers who use Stripe? For example, let's say we have a subscription for $100/year and in year two the customer disputes the charge. Stripe notifies us via email of a dispute and
Best way to charge a fix percentage increase instead of a fix price for an item
Hello Zoho subscription community members! Here's the situation we are trying to solve and for which we need your help/input : Some of our product's pricing is based on a fix % increase of the client's total subscription. For example, instead of charging
Looking to Switch to Zoho Subscriptions but need help understanding a few items
We are looking to switch to Zoho Subscriptions. I have spent a few hours looking through the documentation and some videos that gave a good breakdown of the Zoho Subscriptions. But I have a few questions that I could not find answers to. If anyone could provide some guidance/clarity, I would greatly appreciate it. 1. If a user has an active subscription, is there any way for us to allow that user to upgrade to another subscription within the customer portal? 2. Can we input additional information
How do I implement Annual rate increments?
I am exploring Zoho Subscription to automate the billing process. Some of our clients are setup on annual rate increments from 3 to 5% annually. Is there a way to implement this feature?
We are planning to switch to Zoho Subscription but there are some pre-sale questions
Hello, we are planning to switch to Zoho Subscriptions but we are not sure if the following things are possible. We are currently running an online shop (based on WooCommerce) and are thinking about sending all subscription orders via Webhook to Zoho
Fixed pricing per currency
Hi, is it possible to have varies currencies and also fixed pricing per product? Our base currency is US Dollars but our Euro, Pounds & Rands pricing cannot be linked to an exchange rate. They are custom for each product per currency/region. Is there
Hide/Show Certain Fields When Creating/Editing Subscriptions
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing subscriptions. Most of the time, we don't use half of the fields shown on the create/edit subscription page.
Is it possible to send invoices to clients before their renewal date and is it possible to implement an invoice review process?
Hello, All of our clients are on yearly plans and are paying us via Purchase Orders with varying terms. In order to ensure we are receiving the payment prior to their actual contract renewal date, we are sending them a renewal invoice 3 months prior to
Is it possible to customize when invoices are sent from Subscriptions?
I work for a SaaS and right now we send out reminder emails 90, 60, 30, and 7 days before an annual subscription expires. Is it possible to set up Subscriptions in a way that it will send out quotes or invoices to customers at these intervals? I was only
Square Payments for Subscriptions
I'd love to be able to use Square Payments for Subscriptions with my customers. I already use it for Zoho Books Please have this considered. It would really help my business
Hybrid Pricing
We plan to use a hybrid pricing model, which includes a (fixed) monthly subscription fee PLUS (varying) usage-based fee that can vary from month to month. Can Zoho Subscriptions handle hybrid pricing? How can we implement it?
South Africa: Payment Gateway and Accounting Integration
Hi there, has anyone successfully integrated Zoho Book or Zoho Subscription within a South African environment? Would love to use the Subscriotions option but with Sage One and with a South African friendly payment gate way, but no such luck.
Incorrect VAT Treatment for Individuals purchasing a service
Hi there, I am a service-based business, in that my customers are individuals who need to attend my clinic in London for the service they have purchased. I am registered for UK VAT. However, for an Individual (Customer type in ZHSubscriptions), if they
Customize the schedule of creating invoice
Hello Can I customize the time when an invoice is created? For example for this situation: Customer's subscription ends on August 31st 5 days before the end date of the subscription, we inform that he must renew the subscription. It would be nice at this
Yearly payment discount in template
Hi, In Zoho Subscriptions, I don't find a way to configure a yearly payment discount for the clients & make it appear in the pricing table template. Does this feature already exists? Best, Loïc
Einkauf von Abonnement
Wir verkaufen Abonnement an Kunden und kaufen die bei Lieferanten ein. Welche. Prozess empfiehlt Zoho für den Einkauf von Abonnements vor?
Need ability to specify start date of new subscription when renewing expired subscription
Hello, We have many subscriptions that are billed offline in Zoho Subscriptions. We often let a subscription expire while we renegotiate new terms/rates with the client. All of our contracts begin on the 1st or 15th of the month. Once the negotation
How to manage a Customer already suscribed ?
I try to do the following DESING A FREE TO TRY PLAN, This is what I did 1. Create a FREEPLAN with PRICE 0 and 1 month duration 2. Suscribe A New Client with this FREEPLAN it works Ok When I use the product URL to suscribe the client to a NON FREE PLAN,
Cancelation of Subscription not getting any respond, anyone getting same experience?
Dear team from zoho, apologize for writing in the forum but I don't know where to get my message responded, since i had email (send to payments@zohocorp.com , support@zohoworkplace.com and cancellation@zohocorp.com) and from wednesday 13th July 2022 until
Portal: Spalte Einheit fehlt, Spalte Diskont
Im Abonnement wird eine Einheit pro Tarif angegeben. diese Spalte sollte im Portal auch ausgegeben werden!! Die Spalte Diskont hingegen sollte nur dargestellt werden, wenn ein Diskont gegeben wurde. So fragt sich jeder Kunden, es gibt auch Rabatt? Das
how to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.
Customer notification personalization
Is there any way to send the email notifications in the customer language? For example payment confirmation in french for french customer and payment confirmation in spanish for spanish customer? Thank you in advance!
Integration Subscriptions - Modulbezeichnung, Spaltenbreite, Spaltenbezeichnung
Bei uns wird das Modul "Zoho Subscriptions" angezeigt. Die Modulbezeichnung sollte man umbenennen können Hinter der Modulbezeichnung sollte die Anzahl der Datensätze angezeigt werden Die Spaltenbreite muss insofern optimiert werden, so dass Datumsfehler
Zoho Subscriptions & Zoho CRM Products
Hi, Why are my Zoho Subscriptions Products are not available in Zoho CRM Products ? Therefore, it means that I can not generate a quote from CRM & validate the sale + subscription invoicing through Zoho CRM ? It completely breaks the Zoho ecosystem
Resend Invoice to New Email Address
Hi there, I have created a new subscription in Zoho Subscriptions. I received an email response that the email address has changed and need to resend to alternate email address. I have added the new email address to "Customer". My question is, how do
Upgrade from MAIL ONLY to WORKPLACE
Hi, I would like to ask what happens with previous yearly bought subscribe when upgrade from "MAIL ONLY" to "WORKPLACE". Is the price difference compensated somehow? Or maybe the remaining part (and money) of previous tier is lost. Thank you in adva
Authorize.net ARB and Zoho for subscriptions
I wanted to see if anyone has subscription memberships that charge monthly or annually and are you using Zoho subscriptions to capture the data and the payment and then using authorize.net to manage the subscription so the card will be charged during
Custom Fields for Subscriptions in Customer Portal
We need to be able to display a custom field for a subscription in the customer portal. If the custom field is a URL we need to be able to allow the customer to click the URL from the portal. Ideally, we can have a text string that is what is clicked
Billing
Is there anyone to contact for merchant billing questions?
Zoho Subscription Country data not passed to Analytics
Hi, can anyone help with this? The country data from Zoho Subscriptions were not all passed to Zoho Analytics. How can I troubleshoot this?
Feature request: Bulk void/delete invoice in one go for specific customer/subscription of the customer
Hi Team If Customer C, has Subscription S and have 20 invoices one wants to void, it is tedious task. Easy way is to have small checkbox (multi select) for selecting multiple invoices and void them in one go. (Same can be applied to Delete invoices and/or mark it open). Thanks.
Transferring credits between customers
Hey guys! Was wondering if you could help me with something. We have two customers that are husband and wife. They underwent our thrive together referral program in which subsciptions will be priced for only one person but the initial fee applies for
Need help registering a Opmanager
I need to register the attached license files for Opmanager. I am unable to find the "register" button to get this done.
Unwanted accountant access
Hi I run an accounting firm. One of our client who provided us accountant access has since closed business. Unfortuntately he has not cancelled the accountant access given to me and I am not able reach him to resolve this. I would like to get this accountant
Subscriptions with monthly billing but minimum committment term
How can I prevent customers from cancelling subscriptions that have a minimum commitment, such as software subscriptions that I bill every month but in which the customer has a one year contract? Thank you!
Hosted Payment page to show name, address, and phone when customer already exists in Subscriptions
Hello, Is there a way to show the customer's name, address and phone number on a hosted payment page when they customer already exists? When a customer is converted to a contact in CRM, we add them as a customer to Subscriptions (to get their subscriptions
Stripe ACH payment support
Would love to see Zoho Books integrate Stripe ACH payments. Any chance on this happening? The only two processors that Zoho allows ACH payments through are Authorize.NET and Forte, and both require a monthly fee, whereas Stripe does not. With Quickbooks
gruppierte Rechnung nochmals erstellen
Szenario: Ein Kunde hat 2 Abos die durch die Gruppierungseinstellung in einer Rechnung am 1.3. an den Kunden gesendet wurde. Jetzt stellen wir fest, das in dem einen Abo ein falscher Artikel berechnet wurde. Die Rechnung muss storniert werden. Eine neue
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