Managing and creating Subscriptions and invoices for your customers increases the clarity and transparency of your financial records. You can conveniently control this process by accessing it through the payments tab in Contact Details.

Subscription Management #

Select “Create Subscription” from the Action dropdown menu to create or schedule a Subscription.

A pop-up window will open for you to add the necessary details, which will be:

• Bill Start Date: The first date the subscription is charged to your client.
• Products: Here you can select the previously created recurring products you’ll be billing for.
• Payment Method: Select between Saved and New card, then add the needed billing information.

Once the information has been filled out, click Schedule. This will add the Subscription to the contact.

To manage the created Subscription, click the square with an arrow icon; this will redirect you to the Subscriptions tab inside payments.

In the subscription tab, click the three-dot icon next to the Subscription to view, cancel, or share its details.

Invoice Management #

Select “Create Invoice” from the Action dropdown menu.

This will redirect you to the Invoice builder, where the contact’s information will be prefilled. Add the items, discounts, taxes, and details as normal.

Once satisfied with the Invoice details, click Send, select the messaging channel, and click “Send” to finalize the process.

After sending the Invoice or clicking the square with an arrow icon, you will be redirected to the Invoices tab inside the payments section. Click the three-dot icon next to the Invoice to manage it.

Subscriptions and Invoices are the center of payment management for your business and help you keep track of your monthly revenue and business health. Doing so from the contacts information tab minimizes the risk of committing errors and simplifies the process to enhance your efficiency.

Frequently Asked Questions #

Where do I manage subscriptions and invoices for a contact? #

You manage both through the Payments tab in the contact’s Contact Details, using the Action dropdown menu.

How do I create a subscription for a contact? #

Select “Create Subscription” from the Action dropdown, fill in the bill start date, products, and payment method, then click Schedule.

What details do I need to create a subscription? #

You need the bill start date, the recurring products being billed, and a payment method (saved or new card).

How do I create and send an invoice? #

Select “Create Invoice” from the Action dropdown, add items, discounts, taxes, and details in the Invoice builder, click Send, choose a messaging channel, and click Send again.

How do I view or cancel an existing subscription? #

Open the Subscriptions tab in payments and click the three-dot icon next to the subscription to view, cancel, or share its details.

Where are products for subscriptions created? #

Subscriptions use previously created recurring products, which you select when setting up the subscription.