Ultra Pure Bottled Water
  • SUBSCRIPTIONS

    Managing RESIDENTIAL Customers
    Zoho Subscriptions Page

Logins

Website: https://subscriptions.zoho.com/

Email: team@qh2ogladstone.com.au

Password: Queensland123*

App  download

PROCESS  TO   MANAGE   RESIDENTIAL  CUSTOMERS

ABOUT  ZOHo  SUBSCRIPTIONS

We use Zoho Subscriptions to manage all RESIDENTIAL customers. Each customer goes onto a PAY AS YOU GO SUBSCRIPTION. This is a free ongoing account that allows us to keep the customers credit card details on file. It also helps us differentiate between commercial clients who require invoices.



ADDING   A   NEW  CUSTOMER THE  QH2O  SYSTEM

  • Login into Zoho Subscriptions.
  • Click customers from the left hand side panel. 




  • Use the search bar to see if they already have a profile with us. We do not want to have duplicates!




  • If they have an account with us, click on their name, check the details are correct. You can edit this by clicking on the edit button located under the person's name.




  • If they do not have an account with us, add them as a new customer. Continue to fill out the form as required as seen in the image below:



  • Now press save and add subscription.
  • Now you have added the customer into the system, it's time to put them on the PAY AS YOU GO SUBSCRIPTION.
  • Under PLANS select PAY AS YOU GO SUBSCRIPTION.
  • Under PLAN NAME select PAY AS YOU GO SUBSCRIPTION.
  • If they are wanting to buy water right now, under ADDONS select 15L Ultra Pure Water.
  • It will create a line. Select the quantity of bottles required and it will show you the total price. 



  • Scroll down the subscription Terms
  • Make sure the never expires button is ticked
  • Make sure enable metered billing is ticked
  • Make sure collect payments offline is ticked (so you can also accept cash)
  • Payment terms due on receipt means the money is due straight away.
  • Payment Gateway must be ticked ( this allows you to collect payment online)
  • Press continue.


  • You will be then taken to the Subscription Preview Page.
  • If the customer has paid you, tick the box and record the payment provided to you.
  • If the customer wants to add a credit card to their
  •  account you can do this now in this section.
  • If the customer does not want to pay right now just press CREATE. They will be sent an invoice immediately to their email.




  • You will be now taken to the customers profile summary showing all the details you just entered.
  • If you would like to see the invoice you just created for them, click the invoice history tab
  • You will be taken to your invoices. It will show if they are paid, sent or overdue. You can send, edit and PDF invoices from here.




  • You can also update any details you missed from the page.

ADDING   A   PRODUCT  TO  A CUSTOMERS  ACCOUNT

  • Once a customer has an account and a subscription with us, they can then start purchasing products.
  • To do this click on MORE in the top right hand corner of the page.
  • Then click ADD ONE TIME ADDON





  • Click in the addon name section to reveal the 15L Ultra Pure Water Product.
  • Now select how many bottles required
  • Invoice Now 
  • SAVE



  • This will then take you back to the summary of that customer.
  • They will automatically receive an email about their order 
  • To check the order has been placed, click the INVOICES TAB to see the order made.
  • If the customer pays online via the email you will be notified at team@qh20gladstone.com.au. 
  • The invoice will automatically update to say PAID.


PAYING  FOR  AN  INVOICE

  • If the customer does not pay online and would like to pay cash / bank transfer, Go into the customers account
  • Click Invoice History
  • Select the relevant invoice you want to pay
  • At the top there is a button that says COLLECT CHARGE
  • This button has a drop down with two options: 
  • #1   COLLECT CHARGE --- Click this if they are using a credit card to make the payment. You will need to type the numbers in manually
  • #2 RECORD PAYMENT  --- Click this if they are paying with cash / bank transfer ect.
  • Put in the details and press SAVE



  • This will then show you the invoice with the payments made reflected on there.
  • From here you can send EDIT, EMAIL, PDF and PRINT your invoice if you need.

MANAGING   INVOICES  MADE

  • To see what invoices have been made click on the invoices button in the left hand side panel
  • In the top section there is a way to filter the different types of invoices created. If you only want to see OVERDUE invoices for example you can do so here.
  • This is a good way to check on customers who have and have not paid.