Zoho Subscriptions
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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130 results found
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Provide ability to modify subscription then regenerate invoice
It would be great to have the ability to update the addons and usage after an invoice is generated at the start of the new term (say as a result of a mistake or failure of the usage collector that was meant to call the ZOHO API) and then have the invoice regenerated (replacing the old one) and if required (as if invoice already paid) an adjustment charged billed or credit note applied to the account
3 votes -
Group invoices by Products and/or Customers
The ability to group invoices on a Product level and/or customer level instead of an all-or-nothing setting.
1 vote -
Need Year end tax letter automatically generated for each customer in soho subscriptions.
Being a non-profit org, We need to send tax letter to our subscribers every year. We need functionality in zoho to automatically generate the tax letters and be available for the subscribers to download in their portal account.
1 vote -
Product Specific Terms of Service URLs
I believe the Terms of Service URL should be product or plan specific. If you are selling multiple products, they often have different Terms of Service, especially in the SaaS business.
I know you can add this to the invoice, but terms of service are normally applicable to be agreed to before they sign up.
A Value add would be to be able to apply them to be Customer Specific
1 vote -
Improve changing plan frequency when an invoice is due
Let’s say a customer has subscribed to a 12 month plan. They are due to pay every year on the 3rd March. It has been a year since they signed up so they are sent an invoice for $200 to renew.
If on the 6th March the customer decides to change to monthly billing and pay $20 per month before paying the due invoice, Zoho seems to handle it in a strange way.
Here’s what happens:
…- Zoho creates an invoice of $20 - Zoho credits the customer $200 - Zoho applies the credit to the $20 invoice - There3 votes -
Stripe's smarter saved card
Option to update the Stripe card's expiry details and address details without giving cardnumber and cvvnumber.
7 votes -
Update Invoice Template for a subscription.
An option to update the invoice template associated with an existing subscription.
4 votes -
Subscription Pending
Allows a plan to go into a "Pending" status BEFORE going to 'Live" status. This allows us to review the order and perhaps setup a 3rd party system, or perhaps ship something before we set it to 'Live'.
1 vote -
External ID field on the Customer object
because the Custom Fields array is not populated on a GetList API call (returns null and a seperate API call is required to get Custom Fields) it would be very helpful to have a field on the Customer object for an External ID.
this would mitigate the need for a Custom Field to hold this data and the API would return this value when getting a List of Customers.
6 votes -
Allow Multiple Subscription and frequency choice under one plan
Under one plan example: Membership Basic $5.00 Monthly, Quarterly, Annually.
3 votes -
Assign Subscription Plan to Client Estimate
Allow user to assign (Service) Subscription to ZOHO ESTIMATE with options such as First Billing Date, Subscription Duration, ect.
When Client "accepts" the estimate allow for partial payment for SETUP FEE & Start subscription service on "date"
5 votes -
Ability to filter the subscriptions on the Customer Overview page
Ability to filter the subscriptions on the Customer Overview page so as to display just the active subscriptions or just the Cancelled Subscriptions and so on.
1 vote -
Payment Terms
The ability to change the payment terms for an existing subscription
4 votes -
Automatic VAT
The ability to accomodate VAT automatically to a subscription, based on the country instead of having to create multiple plans for each and every country's VAT.
3 votes -
4 votes
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Update the Expiration Date
Ability to edit and update the expiration date after setting up the subscription. It would be very helpful for people that already have one system but want to transition to your system
3 votes -
Change the Expiry Date
The ability to change the 'Expiry Date' of a subscription. When we choose the number of cycles for a subscription, then, the expiry date gets shown up. Is there any better way to change or remove this apart from creating a new subscription ?.
1 vote -
Billing in advance
The ability to send out invoices in advance before the actual date of the subscription.
Telecom companies are one such places where this happens.2 votes -
extend the subscription if the customer have excess payment
extend the existing subscription if the customer have excess payment.
in my business have a membership subscription in monthly basis.
for example = $10 / mo
so if the customer pay again $30 in front, then he will extend the subscription to +3 months.Please add this feature. Thanks
1 vote -
monetary commitment
have a monetary commtment subscription to commit a customer for minimum monthly/yearly monetary commitment.
3 votes
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