Copy one zoho organization data and configuration to another
Hi, I am using zoho-subscription and zoho-invoice for my application. Right now application is deployed and being used by some customers. Now I have a requirement like I need to copy all data(subscription and invoice) and configuration to a newly created zoho organization. How can I achieve this by not losing any existing customer data. I knew that we can copy configuration of one organization to another while creating new one. Any suggestion on how to copy both data and configuration? Please help.
Integration with zoho Projects
I just read through your ZS guide. it mentioned creating projects in Zoho Books. that's great, It really is. But not everyone uses Zoho books. Some of us use QuickBooks Online for accounting and Zoho Projects. So can we deploy the same projects connection into ZP? How wonderful will that be? I sign up a client from Zoho subscriptions, and their service registers a project with timeline and start date in my zoho projects.
Sortierung der Pläne/ Tarife im Produkt
Gibt es Überlegungen eine Sortierung oder Suche der Pläne / Tarife anzubieten? Derzeit wird nach Anlage der Tarife sortiert. Bei über 30 Tarifen muss eine eine Sortiermöglichkeit oder Suche geschaffen werden.
Reporting for tax form 347 for Spain: statement of operations with third parties
Form 347 in Spain is an annual informative statement which lists all operations with customers and/or suppliers, provided that the total amount of the operations exceeds the annual amount of € 3,005.06 (including VAT). The statement of operations with
Prepay Subscription
Sometimes we have customers who pay with a debit card. They have no funds in the account so their invoice becomes past due. Once they do get money in they request we "take out" the next 2 or 3 months right away while there's money in the account. How can we accomplish this in the system? I know we could add a charge for next months invoice but then they would still get billed next month.
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Subscriptions and Zoho Checkout. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot
Zoho Subscriptions and Google Analytics
Hi, I have been trying to find out where does the google analytics appear in zoho subscriptions after i put in my GA code. But there is notting to be found. Hope anyone can help. Thanks.
Using Items from Books as product/plan Add-Ons
Hey, It'll be great to use Items from Books as product/plan Add-Ons. Ed
Failed Payment - Update Credit Card Info from email without logging in
When a subscription payment fails and the customer receives an email notification about their failed payment, does the customer need to log-in to be able to update their credit card information? Or can they just click a link from the email that automatically
BIG FAIL in currency for plans makes Zoho Subscriptions totally useless for me.
I am totally blown away that I cannot create plans in US Dollars. We are based in Costa Rica and use Zoho books. Our base currency is the local "Colon", but we invoice all of our customers on a regular basis in Dollars. The exchange rates are all automatically accounted for via a live feed. Now, we are going to start offering English classes throughout Latin America and eventually on a global scale, but now I am told it is not possible to create plans in US Dollars. In my eyes that is a BIG FAIL.
Transitioning to Zoho Subscriptions with ACH Payment
As we are trying to transition to Zoho Subscriptions, we are wondering whether Zoho Subscriptions can handle our existing workflow regarding ACH Payment. We currently have: 1. One of our partners input a deal with a customers ACH information. We only
How to use credit card collected on renewal for future scheduled payments of subscription.
In our business, the first payment that a customer makes will very often be via a check. We offer a service for a year for that payment. After one year, we want the customer to be able to renew their subscription with us from the portal, but in renewing
Recording payment: "Mode of Payment" and "Deposit to"
We mostly get our payments automaticly via Stripe, but we still have quite a few payments which must be recorded manually. How do we set up that when we choose "Mode of Payment"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Mode of Payment"= Check, then "Deposit to" is automatically set to Undeposited Cash etc, etc. Must be some kind of setup to make this work. How?
New feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based on
Zoho Subscription & Zoho CRM
Hi team, I need your assistance with Zoho CRM & Zoho Subscription. I want automation in the contact module, I want when new contact gets created in CRM it should send to Zoho subscription and automatically selected plan assigned to that contact and start
When Creating a Subscription with a Future Start Date Does Credit Card get Authorized on Submission?
When we use Zoho Subscription Hosted Payment Pages, and we set a start date to a future date, does the credit card still get authorized on the submission? Will the Credit Card only be authorized when the start date actually comes around?
Is location based subscription pricing possible?
We offer a range of different membership packages and the monthly price is different for customers dependant on their location in the country. London customers pay a higher price than those in Scotland for example. Is there a way of setting up subscriptions so that only pricing (subscriptions) that are available in the customers location is shown to the customer service staff using the system or the customer via a portal?
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
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
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',
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.
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
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
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
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