Subscription Management
General
- What are the different statuses of subscriptions?
- What happens when the trial for a subscription expires?
- How do I extend my customers’ trial period?
- I have a plan associated with certain days of trial period. But, I want to exclude the trial period for this particular customer and bill them immediately. Can I achieve this?
- What are the ways a customer can pay for their subscription?
- My customer wants to automate the entire subscription payment process, how can I do that?
- How can my customers update their payment option?
- Can I apply coupon to a subscription after its creation?
- How is Add Charge option useful?
- Should I be aware of anything before creating a backdated subscriptions?
- How do I add a one-time charge for my customers?
- How to make changes to future subscriptions?
- Can I manually enter invoice numbers for invoices generated from subscriptions?
- Can reminders be sent to customers for an overdue invoice?
- Can I turn off pro-ration?
- Is it possible to create invoices in multiple currencies?
- What is the difference between unpaid and cancelled subscriptions?
- How do I create a sales person?
- How does reference number work? Can it be displayed in email notifications?
- How can I edit email notifications, invoices and credit notes template?
- How do I filter my subscription list?
- Is there any option to notify when the subscription has expired?
- Can I update the payment terms for my customers’ subscriptions in bulk?
- How do I configure payment terms for a particular customer?
- How do I change the credit card that’s used to auto-charge my customer’s subscription?
- How do I switch my customer’s payment method from a credit card to their bank account, and vice versa?
- How do I end the trial period for my customer and activate their subscription?
- I want to change a subscription that never expires to expire after a specified number of billing cycles. How do I do this?
- How can I postpone the next billing date for multiple subscriptions?
Creation
- How do I create subscriptions for my customers? What are the different ways in which to do so?
- Can I create a subscription that started in the past?
- Can I create subscriptions that start in the future?
- Can I create Future subscriptions through the hosted payment pages?
- My customer canceled all their subscriptions. Should I delete them and their records from my organization?
Cancellation
- How do I cancel my customers’ subscriptions?
- Will I be able to collect a cancellation reason or perform an exit survey on my customers? How do I do this?
- Will my customers be notified when their subscription has been canceled?
- Will my customer receive a pro-rated refund when they cancel their subscription midway?
- Can my customers cancel their subscriptions by themselves?
- How do I get notified when my customers cancel their subscription from the customer portal?
- Can I cancel subscriptions programmatically via an API?
- How do I notify my application or web service when a subscription has been canceled?
- What kind of cancellation metrics and reports does Zoho Billing support?
- Can I schedule my customer’s subscriptions to cancel on a particular date?
Metered Billing
- Can Metered Billing be enabled for existing subscriptions?
- Can recurring add-ons be added to a pending invoice?
- Will I be able to remove a subscription’s plan amount or a recurring add-on from a pending invoice?
Pause and Resume
- Can I cancel my customers’ subscriptions temporarily, without affecting my churn reports?
- What happens when I pause my customer’s subscription in Zoho Billing?
- How do I resume my customer’s subscription?
- What happens when I resume my customer’s paused subscription?
- How do I stop services from my business’s end when subscriptions have been paused in Zoho Billing?
- How can I view all the subscriptions that are currently paused?
- Can I schedule my customer’s subscription to pause on a certain date?
- What is the difference between pausing a subscription and postponing its next billing date?
- What webhook functions can I use for Pausing and Resuming Subscriptions?
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