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Zoho Subscriptions

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Subscriptions, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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9 results found

  1. 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 votes
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    6 comments  ·  Subscriptions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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

  2. 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 votes
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    0 comments  ·  Subscriptions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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-resume

    You can try this and share your feedback to support[at]zohosubscriptions[dot]com

    Regards,
    Reshma

  3. 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 votes
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  4. 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 votes
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    1 comment  ·  Subscriptions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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.

  5. 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 votes
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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

  6. webhook to notify the expiration of trial.

    webhook to notify the expiration of trial.

    I would like to know with a webhook when a subscription goes from trial to trial expired

    2 votes
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  7. Add the possibility to automatically/through the API enable client portal for a customer

    Add the possibility to automatically enable client portal for a customer. Currently the permissions need be addressed manually via the admin portal for each customer. It would be great to automate this via the API.

    1 vote
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    3 comments  ·  Subscriptions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey Attila,

    We are glad to inform you that, we do have an option to enable portal for a customer through the API. You will just have to pass the node is_portal_enabled, when creating a customer (POST —> /customers) or editing a customer (PUT —> /customers/CUSTOMERID ).
    Please reach us at support[at]zohosubscriptions[dot]com, if you are facing any other issues regarding the same.

  8. Offering a discount to the monthly payment (or a free month) to an existing member for referring a new member.

    I would like to offer any existing member a discount if they bring in a new member. This would have to be via a member code? Or the existing member name? If their name is entered on sign up then the existing member will get a discount. Can this be made possible?

    1 vote
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    0 comments  ·  Subscriptions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    You can get this done by using Zoho Creator along with Zoho Subscriptions.

    You can create a custom field in Zoho Subscriptions for customer with the label name Referral Code and data type as Auto-Generate number to create unique referral code for each customer. You can then use Zoho Creator to listen to New Subscription webhook from Zoho Subscriptions, so that when a referred customer signs up , he/she will have to enter the referral code of the referrer in the Hosted page. Zoho Creator will be notified when this subscription gets activated through the webhook, and it can capture the referral code and use it to identify the customer (referrer) and add a coupon for his/her next subscription.

    You can have a look at this forum post -

    https://forums.zoho.com/topic/referral-program-5-8-2016

    where we have provided suggestions to various use-cases for applying the discount.

    For any further assistance, feel free to…

  9. Total Number of Subscriptions should Appear

    The subscriptions list shows the word "total" at the bottom. It should include the total number of subscriptions.

    1 vote
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