Manage Subscriptions

The Customer Portal offers comprehensive subscription management for you

View Subscriptions

The Subscriptions module from the left sidebar displays a list of all the subscriptions that exist on your account in Zoho Subscriptions.

You can use the filters at the top of the list to sort through your subscriptions quickly and find the one you're looking for.

Clicking on any subscription from the list will open an overview screen with additional details of the subscription.

Edit Subscriptions

You can perform subscription updates, such as changing plans, addons, and coupons right from the Customer Portal.

Now, you will be able to edit your subscription and apply changes to reflect immediately, or at the end of the current term.

Change Auto-charge Status

Auto-charge can be enabled or disabled from the Customer Portal for subscriptions that have a payment method associated with it.

A few points to note about toggling Auto-charge:

• When you disable Auto-charge for a Dunning subscription, the subscription’s status will change from Dunning to Live, since automatic payment retries will not be possible.
• Enabling auto-charge from the Customer Portal will not collect the pending amount (if any) for invoices that have been generated already. For these invoices, you must make the payment manually.
  

Pause & Resume Subscriptions

To configure a Pause and Resume schedule, you should:

• Go to the Subscriptions module.
• Select a subscription.
• Click the ellipsis (3-dot) menu in the top right corner.
• Select Pause Subscription.
  Insight: If a subscription is already paused, then you will have to select Resume Subscription here instead.

• Configure your Pause and Resume (optional) schedule as required.
   
  Insight: You will not be able to configure a Resume schedule in this popup if you haven’t provided them with permission to resume subscriptions in Preferences.

• Click Save.

Now the Pause and Resume schedule, which you have configured, will be in effect. You can delete or change the configured pause and resume schedules at any time by repeating the steps above or by clicking Change Schedule from a subscription’s details screen.

Clicking Delete Schedule will remove the currently applied Pause and Resume schedules.

Cancel Subscriptions

Subscriptions can be cancelled either immediately, or scheduled to be cancelled at the end of the current term, from the Customer Portal.

• Go to the Subscriptions module.
• Select a subscription.
• Click the ellipsis (3-dot) menu in the top right corner.

• Select Cancel Subscription.

  

• Choose when the subscription has to be cancelled.

Reactivate Subscriptions

You can reactivate subscriptions that are in the Cancelled or Expired status, from the Customer Portal. You can do this by going to the Subscriptions module, and then selecting an expired or cancelled subscription.

Now, a banner message will be visible at the top, stating that the subscription has either expired or has been cancelled.

In this banner, you can click Proceed to Reactivate to start reactivating your subscription. A summary of the reactivation charges will be shown to you, along with a Reactivate Subscription button, which you can click to confirm the reactivation.

View & Pay Invoices

You can view invoices and make payments for them from the Customer Portal.

Viewing Invoices

The Invoices module from the left sidebar displays a list of all the invoices that exist for you in Zoho Subscriptions.

You can use the filters at the top of the list to sort through your invoices quickly and find the one you’re looking for.

Clicking on any invoice from the list will show additional details of the invoice.

Making Invoice Payments

You can proceed to make invoice payments from 3 places in the Customer Portal:

1. Subscriptions Module

Making payments from the Subscriptions module is an easy way for you to quickly find a particular subscription’s invoices. 

• Go to the Subscriptions module.
• Select a subscription and click View Invoices.

• Click the Pay Now link present near unpaid invoices.

  

2. Invoices Module

The Invoices module lets you initiate invoice payments either from the list view or from an invoice’s details screen. 

• Go to the Invoices module from the left sidebar.

• Click Pay Now next to an unpaid invoice. You can also click on a particular invoice from the list to open its details screen. Here, you can click Make Payment.

  

3. Home Dashboard

If you have multiple unpaid invoices, you can pay the total outstanding amount for all of these invoices in one go. 

• Go to the Home dashboard.

• Click Pay Now in the Outstanding Invoices section.

  

No matter which of these 3 ways you choose to make payments, the process will be the same. After clicking the Pay Now button, you will be able to select your payment method of choice. If you already have a payment method associated with it, you can select it and click Make Payment to complete the payment with a single click.

You can also add new payment information, such as card details to complete the payment. When adding new payment information, you will have the option to allow that payment method to be used for future transactions. If enabled, this payment method will be the associated payment method for that subscription, and will be used for Auto-charge in the future.

Once you have completed your payment, the status of the invoice will turn to Paid.

Track Payments Made

The Payments Made module from the left side bar displays a list of all the invoice payments that you have made. You can use the view filters at the top of the list to sort through invoices.

Clicking any payment in the list will display the payment’s receipt. You can download or print this receipt for your reference.

Generate Statement of Accounts

The statement of accounts is a document that lists out all the transactions that have taken place over a particular period. It lets you know the total amount that you owe CRU for the sales that took place during that period.

To generate a statement of accounts from the Customer Portal, you should:

• Go to the Statements module from the left sidebar.
• Select the Date Range in the top-left corner.
• Click Go to generate the statement.

Now, the statement will be generated based on the date range that was selected.

You can also download or print the statement for your reference.

View & Update Payment Information

You can view and update your existing payment information from the Customer Portal. 

• Go to the Home dashboard.
• Click View More near the My Details section.
  
• Click the edit (Pencil) icon next to the payment information that you want to update.
   
• Enter the details of the new payment method.
• Click Save.

If the old payment method was associated with any subscriptions for Auto-charge, now the updated payment method will be used instead.

View & Update Customer Details

You can update some of you basic contact information that’s stored in Zoho Subscriptions. 
To do this, you should:

• Go to the Home dashboard.
• Click View More near the My Details section.
  

• Click the edit (Pencil) icon that’s next to either the Customer Details, Billing Address or Shipping Address section.

  

• Update the necessary details.

• Click Save