9.4 - Handling Recurring Subscriptions
Below is an example deal of donor type where the donations frequencies can be configured in the deals module.
We have a field name called “Donation Frequency” where if you select “one time” then you need not enter any other fields in Donation information section but if your donation frequency is going to be Not One time then you need to enter the Donation Amount, Donation Frequency start date and Donation Frequency End date where the total amount will be entered in the Amount field in Deal Information.
For Example, lets say Evan kai wanted to donate every month $250 for 6 months, so you can see we have entered the donation start date and end date where the first invoice will be sent on the start date and last invoice in the end date. Now the total Amount of the deal is considered to be $250 *6 = $1500.
Hence Zoho Subscription will send automatic invoices to the contacts email address. Once the amount is paid every month the invoice status gets updated to Paid.
You can access subscriptions.zoho.com to access the subscription plans where you can see all the contacts, accounts and their invoices synced between the CRM and subscription.
Please find below a screenshot of Zoho subscriptions.
If you want to further know about the functionalities of Zoho subscriptions, please refer to oho subscriptions help documents via this link.
Related Articles
9.1 - Two types of Zoho Subscriptions
To send invoices out of Zoho CRM, you need to use the deals module. We have configured automatic invoice creation for NFP Zoho CRM so there is no hassle in creating or selecting templates or sending out invoice templates to Zoho CRM. Types of Zoho ...9.2 - Steps Involved in Sending Subscriptions
Step 1: You need to make sure a deal has all the fields such as contacts, accounts and amounts filled in before you can create an invoice as it throws an error message as below; Step 2: Once all the information is filled and you are ready to send the ...2.5 - Lead Assignment Rule in Enquiry Module
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of reps. You can configure different criteria based on your industry's specifications like ...9.3 - Zoho Subscription Plan and Invoices in Contacts Module
You can see the invoices generated and associated in both contacts and deals module, but the subscription plans can only be seen in the contacts module. Below screenshot shows the invoices generated for a deal and the corresponding subscriptions in ...3.3 - NFP Contacts Record Review
In the NFP contacts module, you will have different sections popping up based on different contact types. Below is a screenshot of the Donor contact type where you will be able to see the following information associated with them. The contacts ...