Dashboard view of Zoho Subscription App simplifying recurring billing processes

Zoho Subscriptions: A Complete Guide

Zoho Subscription App is built for subscription-based businesses to help manage customer subscriptions, and billing examples include Zoho, Netflix, and dollar shave club. Using Zoho subscription app, you can charge and invoice your customers regularly, manage customer subscriptions, and streamline the other associated back-office tasks. Zoho Subscription app offers a wide range of services, including product management and tailored solutions to fit your operational requirements. You can connect Zoho subscription to your website or web service in two ways.

One, Zoho subscription app provides hosted page which can be added to your website directly. Let me give you an example; imagine you have a cart where your customers select the products or select a specific plan of yours once he selects next to the next page. Where you procure your customer’s card details and other information will be provided by Zoho subscriptions app. We call those pages hosted pages; we will be providing those pages for you. All you have to do is embed them in your website, and all the details will be automatically captured in your Zoho subscription organization.

You can always use our restful APIs if you have any complex needs. Zoho Subscription app allows users to automate mundane subscription tasks with powerful REST APIs, making it easier to manage recurring billing processes. Zoho Subscription app also offers assistance to help users get started or navigate complex features, ensuring a smooth onboarding experience.

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Zoho Subscriptions An Intro

A Quick Overview of Zoho Subscriptions

Once you log into your Zoho subscription app account, you will be greeted with a dashboard that gives you a quick insight into activations, signups, active customers, net cancellations, monthly recurring revenue, and lifetime value. All these are very important reports, and you have a quick insight into these reports. You can click on any of these metrics that will directly take you to the report section.

We have 25 plus reports, from subscriptions to signups, activations, and active customers. Zoho Subscription app provides real-time insights into key metrics like Monthly Recurring Revenue (MRR) and customer lifetime value (CLV), helping businesses make informed decisions. You can go to every section and select a particular product and the date range in which you would like to correlate the data, and you can also export the data in CSV format.

Zoho Subscription app also allows users to create customizable pricing tables to showcase pricing plans attractively, enhancing the customer experience. If you have any one-time setup fee, you can type in choose the sales account and tax account, and you can also click on these plus new attacks to create a new tax. You might wonder why the subscription application tracks my accounts and taxes. I will tell you how Zoho subscription app is connected to your Zoho box accounting application.

Zoho Subscriptions An Intro

Add Plans

Similar to a plan, we can enter the add-on name and then the add-on code, a unique code, and enter the unit name and add-on type, whether it’s a one-time add-on or a recurring one. If it is recurring, one chooses the weekly, monthly, or yearly pricing based on your requirement. Choose the pricing scheme unit volume, tier, or package. Based on that, you can enter the details for volume. You can enter the start, 180, and end quantities. For example, let’s assume I’m selling t-shirts. I’m going to say from 1 to 100 t-shirts, I will sell them for $12 and from 101 to 200. I’m going to sell it for $10.

Similarly, you can create different price brackets based on your requirements. And you can say this add-on is associated with all the plans I have created corresponding to this product, or you can uncheck it and specify that this is widely applicable to the premium plan or the enterprise plan. Again, to capture your accounting information, you can select the income account and taxes based on your requirement.

Similarly, you can track Zoho Inventory add a description, and save it to create add-ons.

Similarly, the add-ons to what are all the add-ons you want to associate these coupons to can select them here. Valid up to date, so I can say this coupon is valid till the 30th of this month maximum redemption is nothing but the number of Subscriptions that can be redeemed with this coupon, and once you enter all this information, you can click on save. Now, I’ve shown you how easy it is to manage and create products, plans, add-ons, and coupons.

If you have any questions or need further assistance with configuring plans, add-ons, or coupons, please contact our support or sales team for help.

Payment Methods and Options

Zoho Subscription app is designed to meet the diverse payment needs of modern businesses, offering a wide range of payment methods to ensure flexibility and convenience for both you and your customers. Whether your business operates locally or globally, Zoho Subscription app supports multiple payment gateways—including PayPal, Stripe, and Authorize.net—so you can process secure transactions with ease. Customers can pay using credit cards, bank transfers, or other online payment options, making it simple to manage customer subscriptions and recurring payments. The platform integrates with multiple international payment gateways, such as Stripe and PayPal, to securely collect online and offline payments in various currencies, ensuring a seamless payment experience.

For businesses with a global customer base, Zoho Subscription app’s multi-currency support is a game-changer. You can easily accept payments from customers in the United Kingdom, South Africa, Saudi Arabia, and beyond, helping you expand your reach and grow your revenue. The platform also makes it easy to handle failed payments with automated dunning management, sending customizable reminders to customers and reducing churn rate.

Zoho Billing’s mobile app and desktop software give you the flexibility to manage your billing processes wherever you are. Zoho Billing’s mobile features provide convenience and control, enabling you to manage billing on the go through their mobile apps, so you never miss an important update or payment. Whether you’re in the office or on the go, you can track payments, send invoices, and monitor subscription billing from your phone or computer. The platform’s intuitive interface and robust features make subscription management simple, so you can focus on growing your business.

In summary, Zoho Subscription app is the ideal solution for businesses looking to simplify recurring billing, manage multiple payment methods, and enhance customer satisfaction. With its comprehensive features, global capabilities, and educational support, Zoho Billing empowers you to make informed decisions and drive long-term success.

Dunning Management and Recovery

Managing failed payments is a critical aspect of subscription billing, as missed transactions can quickly impact your revenue and customer relationships. Zoho Billing’s robust dunning management feature is designed to help businesses recover failed payments efficiently, ensuring a steady stream of recurring revenue and improving overall customer lifetime value.

With Zoho Subscription app, you can automate the entire dunning process by setting up customizable reminder emails and multiple reminder levels. This means that when a payment fails, your customers receive timely, personalized notifications, prompting them to update their payment information or resolve issues before their subscription is interrupted. By reducing manual follow-ups, you not only save valuable time but also enhance customer satisfaction and minimize churn rate.

The mobile app Zoho Billing offers further flexibility, allowing you to monitor and manage dunning processes on the go. Whether you’re in the office or traveling, you can quickly respond to failed payments, update customer records, and ensure your subscription billing runs smoothly.

Zoho Billing’s integration with Zoho CRM and Zoho Books means you have a unified platform to manage customer relationships, payment history, and financial data. This holistic approach simplifies your billing workflows, reduces revenue leakage, and supports your business’s long-term growth.In summary, Zoho Billing’s dunning management empowers businesses to recover failed payments, improve cash flow, and deliver a seamless subscription experience—helping you maximize customer lifetime value and drive sustainable business success.

Customer Portal and Experience

Zoho Billing’s customer portal is designed to put your customers in control, offering a personalized platform where they can easily view quotes, manage transactions, and access their subscription plans at any time. This intuitive portal streamlines subscription management, allowing customers to change plans, update payment methods, and download invoices with just a few clicks. By empowering customers to manage their own subscriptions, Zoho Billing not only simplifies the process but also enhances customer satisfaction and reduces support requests.

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