Zoho Subscriptions
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488 results found
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Create subscriptions from CRM
Create a subscription from Zoho CRM interface.
6 votesHi,
Now, You can directly create and edit a subscription in Zoho CRM without having to push them from Zoho Subscriptions. To setup integration with Zoho CRM, follow the steps given below,
1. Login to your Zoho CRM account and head to Settings > Marketplace > Zoho > Zoho Finance Suite > Finance Modules > Edit > Enable Subscriptions and Recurring Billing option.
2. Now Zoho Subscriptions tab will show up in Zoho CRM. Click ‘+ New Subscription’ button to create a new subscription.
3. In Subscriptions list, click on the ‘Pencil’ icon to edit the particular subscription.If you have any further queries, kindly drop us mail to support[at]zohosubscriptions.com
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Invoice Details Report
It would be nice to have the customer's address show up in the Invoice Details report when it is exported.
5 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 -
5 votes
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Multiple Revenue Accounts
Hi! We are a SaaS company, but we do sell professional services with our products. We have been using Z-S since it came out and are big fan! We also use Zoho Books.
When we setup a new plan, it asks for a revenue account (GL account). What we need is a way for us to separate setup fees on plans into a different GL account than the recurring fees.
The reason for this is software companies generally separate their one-time services from the recurring ones, such as licensing from implementation fees.
If a separate revenue account can't be added…
5 votes -
Zoho CRM and Books Intergration
I have Zoho Books Integrated with Zoho CRM. I would like to fully integrate with zoho subscription with Books and CRM at the same time.
Currently it is integrated with CRM with Contacts and Accounts, But the data goes one way. can you make it that Zoho Subscriptions fully integrate with Zoho Books and Zoho CRM at the same time.5 votes -
Trail period on addons
We need to be able to set trial period for addons added to a plan.
5 votes -
Speak the client language
Send email notifications using the same language specified in the client portal, whether or not the client portal is enabled.
5 votes -
Customer portal upsell button/option
Within the customer portal there needs to be a way for customers to 'buy' more.If they have logged in to view their account then you have captured their interest. This means in sales and marketing terms that they are ready to buy again. There needs to be a way that they can be be upsold other one off products and or linked back to the website to buy additional products. For example. I have 40 customers who have brought the 'yellow' package. these customers should all have automatic offering in their portal to add on the rainbow bolt on if…
5 votes -
Edit URL from the pricing table
It would be ideal to be able to edit the URL of the buttons in the price table to a website different from the hosted page (such as a free registration website)
5 votes -
Allow option to create advance invoice for future subscriptions. Invoice should be created on the day when subscription is created.
Allow option to create advance invoice for future subscriptions. Invoice should be created on the day when subscription is created so that customer is able to pay in advance for future date subscription.
5 votes -
to be able to reactivate a member in subscriptions without charging them right away.
to be able to reactivate a member in subscriptions without charging them right away.
5 votes -
Embed Customer Portal into Website
The new customer portal is a great idea however, asking our clients to create another username/password to view the portal is confusing because they have already logged into our website.
We would love the ability to generate a link to a customer portal, similarly to what we do for hosted pages.
This would allow us to either iframe the portal into our site or give them a direct link that opens a new tab/window.
The process that would work best for us:
1) We make an API call supplying customer id and our usual API authentication keys
2) Zoho return…5 votes -
Universal Coupon Code that works for any plan in your business in subscriptions
If I give a coupon code to someone, it is for a specific plan, whereas it would be more useful for me to give a code that can be used on ANY PLAN or SUBSCRIPTION. The reason is that I work off referrals. Once they see my other options they may require something different and i cannot go out giving multiple coupon codes thats ridiculous. Please Help
5 votes -
invoices
Hosted Pages should have pre-populated billing info while creating subscription for existing customers.
4 votes -
Add filter for Subscribers
To the Customers list, please add an option to filter by active Subscribers.
On the Customers list currently there are filters for:
All Customers
Active Customers
Inactive Customers
CRM Customers
Non Subscribers...In my use case, I integrate with Zoho CRM, which contains a customer list of hundreds. Only a few customers have added subscription and it would be helpful to quickly find them to review their accounts (without having to remember them - that is already in the system!)
4 votes -
Refine Non subscribers filter
At present , Non subscribers lists "customers with no active subscriptions"
Inactive customers also included in the list.
I want active participants in that List.4 votes -
More customization options in HostedPages via API
I would love to be able to set some template options for the hosted pages from the created hosted page api. For example, set a logo image url, title, colors. etc
4 votes -
I'd like to be able to change the product subscription, rather than just the plan, mid subsription without canceling the sub. Will that be
I'd like to be able to change the product subscription, rather than just the plan, mid subsription without canceling the sub. Will that be
4 votes -
4 votes
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