Advanced Addon Associations

ENTERPRISE EDITION

In Zoho Billing, you have control over how addons are applied. You can choose to have them automatically included or offer them as optional choices to customers. Additionally, you can define when these addons are used and whether they should be applied once or every time a selected subscription event occurs, depending on your business needs.

Scenario: Patricia signed up for the “Advanced” plan from Zylker API Services, which provides her with 100,000 API calls per month for a flat rate of $20. To enhance her subscription, Zylker offers an optional “Priority Support” addon for $5 and a mandatory “Security Monitoring” addon for $3. When Patricia subscribes to the plan, Zoho Billing automatically includes the “Security Monitoring” addon as it is marked Mandatory, ensuring that all customers on this plan receive the security service. At the same time, the “Priority Support” addon is shown as Recommended on the hosted payment page, allowing Patricia to choose whether or not to include it in her subscription. Later, when Patricia upgrades her plan or reactivates her subscription, Zoho Billing checks the Applicable Events and Event Frequency rules. If the mandatory addon is tied to Plan Changes and set to trigger Whenever an Event Occurs, it remains attached automatically even after the update.

Association Type

Association Type determines how addons are associated with a subscription plan, whether they are optional, recommended, or mandatory.

Type	Description
Optional	The addon can be added or removed when creating or editing a subscription.
Recommended	The addon is suggested to customers on the hosted payment page. It is shown as a recommended option before checkout.
Mandatory	The addon is automatically included and cannot be removed from the subscription.

Applicable Events

Applicable Events define the specific moments when addons can be applied to a subscription.

Event	Description
Subscription Activations	Addons are applied whenever a subscription’s status is changed to Live i.e., when the subscription is activated or reactivated.
Plan Changes	Addons are applied whenever a subscription is created or updated with a selected plan.
Trial Activations	Addons are applied at the start of a customer’s trial period. They are billed separately as soon as the trial begins.

Event Frequency

Event Frequency determines how often the association type is applied based on specific events.

Frequency	Description
Whenever Event Occurs	Addons are applied each time the selected event (like activation or plan change) occurs.
First Time Event Occurs	Addons are applied only on the first occurrence of the selected event (like first subscription activation).

Note: Applicable Events and Event Frequency can be selected only for one time addons.