SEPA stripe vs gocardless
Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
Customers receiving two email notifcations each time an invoice is created
Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone over
What's New in Zoho Billing - Q1 2025
Hello everyone, We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more. Leave Organization Option Zoho Billing
Changing Data on Cancelled /Paused Subscriptions
What's a good way to edit a cancelled subscription without reactivating it? There are some custom fields and data that we'd like to add to these but when we edit it, it reactivates it and creates an invoice. Also need to be able to do this for paused
How long has the Update Custom Fields button been at the top of the Subscription screen?
Hosted Payment Pages - how to update the address in zoho billing
I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?
Function #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
Renaming organization does not reflect on all places like billing and others
I have renamed the organization name to Novizna from Evnesoft but in billing and email it still displays Evnesoft
Zoho Subscriptions -- Zoho Commerce integration
Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
Zoho Billing Record Refund vs Refund
When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is
Zoho Billing Retrieve API issue
I've been using the api below and suddenly I got error message as html since today. const customer_res = await axios.get( `https://www.zohoapis.com/billing/v1/customers?display_name=${account_name}`, { headers: { Authorization: `Zoho-oauthtoken ${accessToken}`,
Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I just
LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th
As of February 24th, the dunning emails stopped rendering/displaying %LastFourDigits% placeholder! This has been working for 2 years without issues but last 6 days, it's not rendering. Example of Dunning emails from last few days: RIOR to February 2
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
Custom Email Template in Drop Down in Customer Record
In a dropdown on the customer Record there is the ability to send manual emails for topics like request payment information. Is there a way to add additional manually sent email templates (would be a new one) from that same drop-down?
Coupon Code Re-Use
If we have a one time coupon code that is added to a subscription, can we re-use the same coupon code on the same subscription in the future? We would be giving discounts for referrals on a periodic basis. Is there a better way to handle this?
Can we connect Zoho Billings with QuickBooks?
Hi, On the old page of Zoho Billins (Zoho Subscriptions), it mentioned that we could connect Zoho Billings with QuickBooks. I don't find QuickBooks on the list of integration on Zoho Billings page now. Is it still possible to connect Zoho Billings with
How to edit a cancellation reason
We are trying to improve our cancellation reasons so we can better understand why customers are cancelling. Our list of reasons has improved as we have studied the matter. I would like to update the reasons for past cancellations, but I can't find anyplace
Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Issue with TrialDays Disappearing When Editing Subscription
Dear Zoho Support Team, I encountered an issue while editing a subscription in Zoho Billing, and I would appreciate your assistance in resolving it. Issue Description: I created a subscription with a future StartDate and set TrialDays > 0. The activation
Paypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live
Customer Display Name
The Customer Display Name defaults to only the first name. Is there a setting to make it default to display both the first and last name? Thanks, Bryan
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
Member Portal with Subscriptions
We are a subscription box business using Zoho One. How do our members login to make changes to their subscriptions, contact details, etc. Is there a portal? If not, what should we do to create one? Also, we must be able to customize the portal with tabs and custom fields. Finally, we need form and survey information to show up in the portal with some items editable and others read only. I really need this information soon. Thank you! Paige
Unique Use Case?
We operate a lawn care & landscaping company and are developing an instant estimator on our website based on a lot size api. Is there any way to pass a monthly subscription price onto a hosted payment iframe? Every user will have a different price so
Zoho Billing in 2024 : A Year of Growth
You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice
Map Plan to Different Income Account for Some Subscriptions via API
We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,
Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
Increase subscription prices for existing subscriptions
Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
change subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,
What's New in Zoho Billing - November 2024
Hello everyone, This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction
How to update the Status in a custom module?
Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Subscription Events
Good day, I'm working with web hooks and I am curious if there is a documentation for the `event_types`? Like a detailed list of events and event orders, life cycles. Is there something like that? I couldn't find any.
Bulk-update prices on active plans
Hello Zoho and community. We are using Zoho Billing for our licensed products and have set up subscriptions for this purpose, including plans, add-ons, and coupons. Currently, we are facing the question of how to adjust the price of a license so that
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