The Zoho Subscription Balance is a convenient payment method that allows customers to deposit amount by adding funds in advance, which can then be utilized for future subscription upgrades, renewals, or recurring payments. This balance helps customers maintain a seamless and uninterrupted service by ensuring their subscription dues are automatically covered using the available balance.

How does Zoho Subscription Balance Work?

A subscription balance can be established under the following circumstances:

  1. During a New Purchase: Customers can choose to add funds to their subscription balance while making a new purchase to cover future subscription payments.
  2. Switching from Offline to Online Mode: If a customer shifts from offline payment methods (such as bank transfers) to online payment modes (such as card or PayPal), they may choose to create a subscription balance for smoother future transactions.
  3. Changing Payment Methods: If a customer changes their payment method and prefers to avoid recurring transactions directly from their bank account, they can instead add a subscription balance and use it for payments.

Important Scenarios to Note

  1. Error While Adding a Subscription Balance less than the Transaction Amount

If you attempt to add an amount to the subscription balance that is less than the ongoing transaction amount, an error mesage will displayed stating:

  • The amount added to the subscription balance must be equal to or higher than the current transaction amount.

  • This ensures that the subscription balance covers the entire transaction cost, avoiding partial payments.

2. Upgrading Subscription  using Subscription Balance

When upgrading your subscription plan, the payable amount will first be deducted from your subscription balance (if available). If the balance is insufficient, you can either:

  • Add more funds to your subscription balance including the tax amount.

This feature ensures that subscription upgrades are processed without delays or service interruptions.

3. Managing Subscription Balance Through Dashboard

Customers can monitor their current subscription balance through the Subscription balance dashborad. The dashborad provides:

Current Balance: Displays the remaining balance available for subscription balance through the Subscription balance dashboard. The dashboard provides:

Transaction History: List all payments, deductions, and top-ups made in the account.

Add Balance: Allows you to add more funds to your subscription balance.

The dashboard helps customers maintain a clear record of their subscription-related transactions.

5. Refund Policy for Remaining Subscription Balance Upon Cancellation

If a customer chooses to cancel their subscription profile while still having a remaining balance in their subscription balance, the balance will remain in the account until the customer decides to reactive their subscription.

6. Exclusive Usage:

The subscription balance is account-specific, meaning the balance added for one account cannot be transferred or used for another account.

This ensures clear fund management for each individual subscription without any overlapping or misallocation of funds.