Zoho Subscriptions
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohosubscriptions.com
39 results found
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Attach documents in the invoices and allowing the customer download them at anytime in his "Customer Portal"
In many cases, suppliers need to provide customers additional documentation related to their purchase - in addition to the basic pdf - and normaly they are required to include these documents in an email. Imagine being to able attach all required documents directly in the transaction record in "Zoho Subscriptions" - in the invoice to be precise - allowing the customer to display them in the "Customer Portal" enable them to download at anytime, this is our idea and Mexico would appreciate it :)
42 votesHi there,
Thank you for posting on our feedback forum.
Zoho Subscriptions allows you to attach up to 10 files to an invoice, and each of these files can be upto 5 MB in size.
While you navigate to the ‘Invoices’ module, click on the invoice and choose the ‘Attach files’ option on the top, you’ll also have an option to decide if the attachments should be displayed in the customer portal and emails.
If you have any other questions, feel free to reach out to us at support[at]zohosubscriptions[dot]com.
Regards,
Reshma -
Add Pricing Tables
Hi I think a great feature request would be to add pricing table layouts based on product feature inclusions. See this link as an example for what I mean.
http://membershippro.joomservices.com/membership-plans/pricing-table-layout18 votesHi there,
Zoho Subscriptions allows you to embed your pricing widget directly on your website without having to write a single line of code. There are multiple layouts as well, so you can choose the one that fits your brand the best.
You can check out more on this here:
https://www.zoho.com/subscriptions/help/embed-widget.html
Cheers,
Reshma -
URGENT FUNCTION TO HELP US ENDURE THE CORONAVIRUS CRISIS: Enable partial payments for internal staff
Enable partial payments for internal staff
Hi,
Given the Coronavirus pandemia, all businesses are going to suffer from a high level of late payments. Would it be possible to enable the possibility for our internal staff to decide what amount of an unpaid invoice we want to try to charge. This would enable us to get paid for at least 25, 50 or 75% of the invoice amount, in case the customer does not have enough money to pay for the full amount, but can pay part of the amount due.
AS commented above, I would restrict this possibility to…15 votesHi there,
While you record payment for an invoice manually in Zoho Subscriptions, you can edit the payment received. This way, you can record partial payments against the invoice.
If you’d like your customers to be able to make partial payments online, you can enable this under Settings > Preferences > Subscriptions.
Feel free to reach out to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Direct debit payments (ACH) in Australia
Need integration with a payment gateway that supports direct debit payments (ACH) in Australia
13 votesHi there,
Thank you for posting on our feedback forum.
The Zoho Subscriptions – GoCardless integration allows you to collect direct debit payments in Australia. Kindly switch to Settings > Integrations > Online payments to configure this integration.
Feel free to reach out to support[at]zohosubscriptions[dot]com if you have any questions.
Cheers,
Reshma -
Please add PayTabs as payment gateway.
Please consider PayTabs as most popular at Middle-East Area , include 18 countries with there currencies .
12 votesHi there,
Zoho Subscriptions is integrated with PayTabs to help businesses in the Middle East accept payments in various currencies and modes. You can configure this under Settings > Integrations > Online payments.
You can try this integration and if you have any questions, you can reach out to us at support[at]zohosubscriptions[dot]com.
Cheers,
Reshma -
Report by Sales person
A report similar to the Sales by Sales Person report in Zoho Books, dedicated entirely for Subscriptions created within Zoho Subscriptions. This will help us understand which Sales Rep has which subscriptions under him.
10 votes -
webhook to notify every new transaction
webhook to notify every new transaction
I would like to be notified if any transaction has been created (Invoice, Credit Note, Refund and so on)
10 votes -
Customized subscription expiry notifications
currently: Sent 3 days before the subscription expiry date
idea: allow to create customized and multiple expiry date (say 30 days, 45 days and 90 days)6 votesHi there,
Though the default ‘Subscription about to expire’ email goes out 3 days before the expiry date, you can configure additional email alerts using automation workflows.
Kindly choose Settings > Automation > Email alerts. While creating an email alert, you can choose to create a ‘custom event’, where you can enter when exactly you want to trigger the email before the ‘End date’.
If you need any assistance in setting this up, feel free to reach out to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Easy Custom Fields on Hosted Pages
So we don't have to email in a request to have a custom field added on the back end of our Hosted Page, we can easily add and modify the custom fields ourselves.
6 votesHi there,
Thanks for posting on our feedback forum.
In the hosted payment pages, if you want your customers to fill some fields, you can create them as custom fields under the ‘Customers’ module. While you create it under Settings > Preferences > Customers > Custom fields, you can choose to show/hide the field in hosted pages.
If you need any further assistance, feel free to contact us at support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Show Date/Month of Service on invoice
We are charging our customers at the first of every month. What we need is the option, to add a date of service/month of service to the invoice.
Because if we charge in example at the first of december, then the month of service for this charge is "December 2018".
This is very needed for German Market Customers!
6 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Subscriptions, the duration of the plan will be, by default, displayed along with the plan details in the invoice PDF. In case you have already given a “Plan description” manually, this will be displayed in place of the plan duration.
In case you’d like to display both information (plan description as well as the plan duration), you can insert suitable placeholders in the plan description.
If you need any assistance in this, feel free to reach out to us at support[at]zohosubscriptions[dot]com
Regards,
Reshma -
CRM Sync
Zoho CRM Sync Frequency
6 votesZoho Subscriptions and Zoho CRM will automatically sync every two hours. Also, you can use the Sync Now button to instantly sync the data between the apps. Refer the link below to know more https://www.zoho.com/subscriptions/help/crm-integration.html#auto-sync
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Ability to reactivate a "cancel immediately" subscription
Your Help documentation center states that I should be able to by clicking the "change subscription" button; however that button doesn't exist.
Either remove this in your help documentation center under Subscription or add this feature.
Add ability to reactivate but on a future date (billing date) not reactivate "immediately" which would charge the card AGAIN.4 votesHi there,
Thank you for posting on our feedback forum.
We understand that you’d like to resume a cancelled subscription on a future date. We believe the ‘Pause and resume subscriptions’ feature would meet this. When you choose to resume a paused subscription, you can either resume it immediately or on a future date.
https://www.zoho.com/subscriptions/help/subscriptions.html#pause-resumeYou can try this and share your feedback to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Report Total Quantity / Number of Subscriptions
There should be a report that includes the total quantity or number of subscriptions. When you're creating a new subscription you can specify a quantity for each subscription, but there's not way to get a total of that number.
3 votesHi Luke,
Thanks for posting on our feedback forum.
In Zoho Subscriptions, you can run the “Sales by plan” report to know the plan-wise quantity sold. If you click on the quantity next to a specific plan, you can also get a drilled-down version of that plan’s sales.
You can check this out and share your feedback to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Make telephone number mandatory
It is possible to make the address fields mandatory but can you add contact number to this also. We always need a customer contact number and enforcing this policy at sign up would be very helpful.
Thanks
Rob
3 votesIt is already available in our Version2 hostedpage.
You can customize them under settings → Hosted pages → Account information -
One Time PayPal Payments
Allow one time payments for Indian merchants through Paypal from Zoho Subscriptions just as it is available in Zoho books.
Lack of this is limiting payment options for international customers.
3 votes -
Existing Customers buy other subscbrtion without fillup addresse and other details
Existing Customers buy other subscbrtion without fillup addresse and other details. Put options existing Customers login option on plan page. Existing Customers just enter email and password and purchase other subscbrtion.
3 votesHi there,
Thanks for posting on our feedback forum.
Zoho Subscriptions allows you to pre-fill hosted pages where you can pass certain information of the customers and then direct them to the checkout page. Kindly check if this would meet your requirement:
https://www.zoho.com/subscriptions/help/pre-fill.html
If you need any assistance with this, feel free to reach out to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Automatically Send Invoice to Zoho CRM
I use Zoho CRM and Integrate with Quickbooks, I would like to have the Invoices that are created be sent to Zoho CRM so we can keep track of everything in one interface.
3 votes -
new subscription
Now it is possible to send an e-mail for a new subscription containing max 100 characters. Please increase the number of max characters so it is also possible to enclose longer mail. Plus please make it possible to add PDF files (e.g. terms and conditions). Since in our country it is mandatory that you can proof that you made the terms available for customers. Sending them an email with a PDF is one of the possibilities to do so.
Thank you!
3 votesYou can add the terms and condition under setting→preferences→ invoice
Which will be reflected in the pdf generated. Will that work for you -
make recurring charges with credit card submission the default
"Use this card for future transactions" is not prominent when someone is entering their credit card info to create a subscription. many customers forget to do this and require us to nag them and send reminder emails. we would prefer that the "Use this card for future transactions" is selected as default (or not even an option, since this is a monthly subscription that they are signing up for.)
3 votesHi Jim,
By default the option “Use this card for future transactions” is enabled for all invoices. Customer if needed can uncheck it and make payment. Can you please check it once again and update us on this.
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Making the plan quantity as a field in hostedpage
In hosted page it would be better if provided the plan quantity to be an input field so that the customer itself can select the quantity by themselves.
3 votes
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