How To Create Subscription in Zoho Billing

[Zoho Billing] How to Create Subscription

Steps to create a subscription

Now you have set up your subscription item you can now start to assign the subscription item to your customer.

To begin you are required to create subscription under Sales Module as shown in the figure below:



Next you are required to select customer name and product. Only subscription item that has been created will be available to select and appeared under Select Product field:


Next associate Plan, Addon and Discount accordingly:



You may fill in relevant details at Subscription Term section and choose continue:



You may view detailed of immediate charges and recurring charges, then select create to confirm:



Upon successful creation of subscription the status of the subscription will be LIVE to indicate the subscription is on LIVE mode to that respective customer:


    • Related Articles

    • [Zoho Billing] How to Create Subscription Items

      The main feature in Zoho Billing is subscription management to manage subscription transaction. To begin utilizing this feature you are required to create Subscription Items under Product Catalog module which include: 1. Product Name 2. Description ...

    • [Zoho Books] Create Purchase Order for Unavailable Quantity of Stock Item from Sales Order

      There will be a time where you receive purchase order from your customer that the quantity is beyond your available stock on hand. In zoho books you can convert your sales order to purchase order to place order to your vendor for your shortage stock. ...

    • [Zoho Books] What is Reporting Tag? How to Use it?

      The objective of reporting tag is to have sales by item or purchase by item report report based on reporting tag you have created. The reporting tag can be customized according to your requirement. The reporting tag could be created for / based on: ...

    • [Zoho Books] What is Price List? and How to Use it?

      In Zoho Books you can specify a set of price for our sales and purchase activity. Under price list module you can have a set of price for the below activity:- 1. Price for marketing and promotion 2. Price for certain or specific customer 3. Price for ...

    • [Zoho Projects] Use Templates for Faster Project Creation

      What are Project Templates? Project Templates is a feature within Zoho Projects that can help you save time and increase productivity by reducing redundant work. Below are some of the benefits of using Templates: Make copies of and use the format and ...