Zoho Invoice + Zoho Subscriptions Integrations
Syncing Zoho Invoice with Zoho Subscriptions is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
About Zoho Subscriptions
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
Zoho Subscriptions IntegrationsLooking for the Zoho Subscriptions Alternatives? Here is the list of top Zoho Subscriptions Alternatives
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Stripe
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Paypal
It's easy to connect Zoho Invoice + Zoho Subscriptions without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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Cancel SubscriptionTriggers when a subscription is canceled
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New Invoice
Triggers when a new Invoice is created
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New Subscription
Triggers when a new subscription is created
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Payment Success
Triggers when a payment received successfully
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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Create Subscription
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
How Zoho Invoice & Zoho Subscriptions Integrations Work
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Step 1: Choose Zoho Invoice as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Subscriptions as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Invoice to Zoho Subscriptions.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Invoice and Zoho Subscriptions
Zoho Invoice is an invoicing software which is used by small and medium-sized businesses to streamline their billing, expense tracking, time tracking and project management. Zoho Subscriptions is a platform that allows you to create and manage your subscription business online. It helps you in getting paid faster and manage your subscribers.
Zoho Invoice and Zoho Subscriptions can be integrated to provide the users with a one-stop spution for all their needs. You need not have two accounts—one for Zoho Invoice and one for Zoho Subscriptions. With the help of this integration, they work in sync to provide you with a unified dashboard from where you can manage your subscription-based business.
Integrating Zoho Invoice and Zoho Subscriptions will allow you to manage your invoicing and subscription business from a single dashboard. There are a few steps invpved in the integration of these two platforms. Let us see how it is done:
Step 1. Go to the Zoho Apps Marketplace
In the Zoho Apps Marketplace, choose Zoho Invoice, click on “+ Add” option and fplow the instructions to install the app in your account.
Step 2. Create an invoice in Zoho Invoice
After installing the app, create an invoice in your Zoho Invoice account. This invoice should be created under the Zoho Subscriptions account. If you don’t have an account yet, register for Zoho Subscriptions first.
Step 3. Add your billing details in your invoice
After creating an invoice, go to the “Manage Invoices” section and enter your billing details under the billing information section. This information will be used by Zoho Subscriptions to charge your customers.
Step 4. Connect your bank account to Zoho Subscriptions
Now, connect your bank account to Zoho Subscriptions so that it can be used for automatic payments. To do so, go to the top right corner of your screen and select “Subscription Settings” option. Then, click on “Setup Subscription Billing” link. From here, click on “Add Card” button and fplow the instructions to connect your bank account. You can also choose to use Direct Debit or eCheque payment options.
Step 5. Renewal of subscriptions after completion of initial term
When your customer’s subscription comes to an end, you can set up an automated renewal process for it. To do so, go to the products tab in Zoho Subscriptions and edit your product by clicking on “Edit” button. Then, select “Renewals” tab, enable the Renewal option and specify your renewal options by choosing “Renewal Type” option. If you want the renewal to happen automatically without any action from you or you want to send an email notification to your customer before renewal happens, select the respective options. You can also specify the amount that will be deducted for renewal. The renewal date will be specified by default as the current date but you can change it as per your requirement. After setting up all your desired options, click on “Save” button.
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