Create Subscriptions

You can create subscriptions in Zoho ERP to record goods sold or services provided to your customers on a recurring basis. This helps you track the trial period, monitor subscription statuses, and ensure your recurring revenue, churn and other financial reports remain accurate.

Create a Subscription Manually

You can create a new subscription for a customer either directly from the customer’s Overview page or from the Subscriptions module.

Here’s how you create a new subscription from a customer’s Overview page:

• Navigate to the Sales module and go to the Customers tab.
• Click New Transaction on the top-right corner.
• Select Subscription from the dropdown.
• Select the desired Product, Plan, Addons and Coupons.
• Fill the other necessary details.
• Click Continue.
• Click Create in the Subscription Preview page.

To create a new subscription from the Subscriptions module:

• Navigate to the Sales module and go to the Subscriptions tab.
• Click + New on the top-right corner.
• Select a customer from the Customer Name dropdown.
• Select the desired Product, Plan, Addons and Coupons.
• Fill the other necessary details.
• Click Continue.
• Click Create in the Subscription Preview page.

Future Subscriptions

In a business scenario, you might sometimes want to create subscriptions in a future date and Zoho ERP exactly allows you to do that without any struggle.

Future subscriptions can be created like any other subscriptions in Zoho ERP. All you have to do is select the date (future date) in the Starts On field on which the subscription has to be activated. For subscriptions with a trial period, the subscription trial will start on the selected date.

Subscription Term

Starts on - You can choose to charge a customer from the current date as well as any future date.

Expires After - If you want the subscription to expire only when it gets cancelled by either yourself or the customer, check Never Expires. If you want the subscription to expire after a certain duration, make sure Never Expires is unchecked and enter the number of cycles after which the subscription should expire.

Reference number - A reference number can be used.

Renewal Pricing - You can decide how subscription prices should be applied during renewals. You can retain existing prices or use the latest prices. This helps you save time and reduce manual effort.

Sales Person - You can associate your subscription with a sales person.

The price of plans, addons and the number of cycles after which a subscription should expire can be exclusive for a subscription. In other words, these values can be changed while creating or editing a subscription and this will not affect the original values set during creation of plan or addon.

Tax Exclusive or Tax Inclusive Subscriptions

You can select the tax applied on subscriptions as Tax Inclusive or Tax Exclusive from the subscription’s creation page. By default, the subscription’s tax will be selected as Tax Exclusive. This option will be available only if you’ve chosen the tax preference for items and products as Tax Inclusive or Tax Exclusive under Settings > Preferences > General.

Payment mode

There are two kinds of payment modes - offline and online.

Online - If payment is to be made through the customer’s card, make sure that Collect payment offline is unchecked.

Offline - If payment is to be made by customers through cheques, cash or other means wherein you do not store their card information, check Collect payment offline.

Note: At any point, you can change the subscription from Online mode to Offline mode and vice versa.

• Change from Online to Offline:

Navigate to the subscription and click on Change to Offline Mode under Payment Information.

• Change from Offline to Online:

For subscriptions to be changed from offline to online, you must first associate a card with the subscription by clicking on Associate Payment Options > Associate Card. Enter the card details and click on Save and Change to Online.