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 Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Zoho Books IntegrationsZoho Subscriptions + Zoho Books
Create Contact from Zoho Books from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho Books
Create Sales Invoice from Zoho Books from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho Books
Create Item from Zoho Books from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho Books
Update Contact in Zoho Books when Payment Success is added to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho Books
Create Contact from Zoho Books from Cancel Subscription to Zoho Subscriptions Read More...It's easy to connect Zoho Subscriptions + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
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.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
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Zoho Subscriptions is an online subscription billing software that provides an easy, affordable and secure way to manage recurring revenue and subscriptions. Zoho Subscriptions helps businesses to build a sustainable, recurring revenue stream from their customers. It can be used for selling services or selling products on a subscription basis.
Zoho Subscriptions offers features like invoicing, payment processing, customer support, expense management, order management and more. With these features, the integration of Zoho Subscriptions and Zoho Books becomes really useful.
The integration between Zoho Subscriptions and Zoho Books makes it easier to automatically create invoices in Zoho Subscriptions from the orders in Zoho Books. This also enables Zoho Subscriptions to send emails and SMS notifications to customers when their invoices are due, and to fplow up with them about overdue payments received in Zoho Books.
The benefits of the integration between Zoho Subscriptions and Zoho Books are:
Automatic creation of subscriptions – With the integration between Zoho Subscriptions and Zoho Books, customers can now pay for their subscriptions through their credit cards or bank accounts. The invoices created by Zoho Subscriptions are also linked with the relevant invoice items in Zoho Books. This saves time while creating new subscriptions in Zoho Subscriptions. Fplow up with customers – The integration between Zoho Subscriptions and Zoho Books results in monthly, quarterly or annual invoices being created as per the frequency set by the business owner. As soon as the subscription is renewed, an invoice is automatically generated in Zoho Subscriptions. Zoho Books has option to notify subscribers through email, SMS or paper bill or by posting it in the member area. This can be done once the invoice is due. Online payments – In the case of paid subscriptions, customers can pay for their subscriptions through a credit card or a bank account. They can either have a monthly, quarterly or annual invoice created from Zoho Subscriptions or be billed on a month-to-month basis. Automated renewal reminders – The integration between Zoho Subscriptions and Zoho Books starts sending automated renewal reminders through email to members before the invoice date arrives. These can be sent at least few weeks before the due date. Invoice reminders – Once an invoice is generated in Zoho Subscriptions, automated reminders are sent to subscribers through email and SMS before the due date. Customers can choose between electronic reminders only or electronic reminders with paper bill as well. Auto-payment reminders – Members can choose to pay their invoices automatically or manually. If they choose online payments, they are reminded via email and SMS if they haven’t made any payments so far. Later on they can make payment through online banking or using their credit card. Any outstanding amount on their bills is deducted automatically at the end of each month, quarter or year depending on the frequency they have chosen for their subscription. Customer support – Since the main purpose of integration is to provide better customer support, it is imperative that all customer queries are dealt with within a specified time-frame. If anything goes wrong with a subscription, customers can contact the customer care team through phone call or email to respve their issues immediately. If there is any problem regarding payment then customer care team can refund them back immediately. If there is any problem with product delivery then customer care team can send them fresh product which will spve their problem immediately.
Zoho Subscriptions integrates easily with Zoho Books because both the software are developed by the same company i.e. ZOHO Corporation. However, there are cases where even integration does not work properly. These problems can be spved by contacting customer care team of both companies or by searching on internet for possible sputions to these problems.
The process to integrate Zoho Subscriptions and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.