General - Subscriptions Settings

Subscription Settings lets you define how subscriptions are created, billed, renewed, and managed across your organization. From customizing subscription numbers to controlling proration, renewals, cancellation behavior, creating custom buttons, and related lists, these settings help you standardize subscription workflows and ensure consistent billing experiences for your customers.

General

In the General section, you can configure subscription numbering and define how billing and renewals should be handled. Let’s explore more about subscription settings.

Subscription Number

Subscription number is the sequence of how the subscriptions are numbered in your organization. The transaction numbering format in Zoho ERP comprises a prefix followed by the order number. Here, you can edit the prefix and unique number of your subscription to suit your business needs.

Insight:

The Prefix and Next Number you set will be updated in the Transaction Number Series.

Here’s how:

Log in to your Zoho ERP organization.
Navigate to Settings on the top right corner of the page.
Scroll to Subscriptions and click General.
Edit the Prefix and Next Number field as required.

Insight: You can click the + icon to include placeholders such as Fiscal Year Start, Fiscal Year End, Transaction Year, Transaction Date, Transaction Month to your prefix. This will automatically update the information in your future subscriptions.

Note: These changes will apply only to subscriptions created after the preference is configured. Existing subscriptions will not be affected.

Pause and Resume

You can allow subscriptions to be paused temporarily and resumed later. This is useful if customers want to put their plan on hold instead of cancelling it.

To enable this:

Log in to your Zoho ERP organization.
Navigate to Settings on the top right corner of the page.
Scroll to Subscriptions and click General.
Scroll to the Pause and Resume section.
Slide the toggle to enable the pause and resume feature.

Generate a credit note for subscriptions’ paused period

If your customer has paused their subscription, you can issue a credit note for the unused portion of the billing cycle by enabling this option. This ensures that your customer is not charged for the time when the subscription was inactive.

Learn more about Pausing and Resume

Prorated Billing

Using the Prorated Billing, you can charge or credit your customers based on the exact duration for which they’ve used your product or service. You can also prorate the difference when customers upgrade and downgrade their subscriptions. Learn more about Prorated Billing.

Renewal Pricing

You can choose whether your subscriptions should renew at the original price or at the latest product price. Learn More

Navigate to Settings on the top right corner of the page.
Scroll to Subscriptions and click General.
Go to Renewal Pricing, select one of the following options:

Fields	Description
Retain Existing Prices	Subscriptions will continue to renew at the plan and addon prices that were applied when the subscription was first created.
Use Latest Prices	Subscriptions will renew using the most recent prices configured for the plan and addons in the associated product or price list.

Scenario: Zylker is a SaaS company offering annual subscriptions for its project management software and periodically updates its pricing as new features are introduced. With Zoho ERP, Zylker can choose how these price changes affect existing customers at renewal.

If Zylker selects Retain Existing Prices, customers who subscribed earlier continue to renew at the original plan and addon prices.
Alternatively, by choosing Use Latest Prices, all renewing subscriptions automatically adopt the most recent prices configured for the product, ensuring consistent pricing and supporting revenue growth.

This flexibility allows Zylker to balance customer retention and profitability while keeping renewal management fully automated.

In-Term Reactivation

If a subscription was cancelled through dunning, you can reactivate it or allow your customers to reactivate directly from the Customer Portal, without affecting the current billing cycle. New invoices will not be generated since the subscription’s billing cycle remains unchanged. To learn more, refer to In-Term Reactivation.

After configuring the desired preferences, click Save on the bottom of the page.

Prevent Automatic Cancellation

Enable this option to prevent trial or future subscriptions with autocharge enabled from being automatically cancelled when no payment method is added before the activation date. Instead, subscriptions will move to Live status, and autocharge will be disabled.

Custom Buttons

Custom Buttons let you add action-based buttons to a record, allowing you to quickly perform specific tasks without navigating away from the page. You can use these buttons to streamline workflows and trigger actions based on your business needs.

Related Lists display associated records linked, helping you view connected information in one place. It makes it easier to track relationships between records and access relevant details without switching modules.