Managing and creating subscriptions and invoices for your customers keeps your financial records clear and transparent. You can do this directly from 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 where you can fill in the required details:
- Bill Start Date: The first date the subscription is charged to your client.
- Products: Select the recurring products you've already set up that you'll be billing for.
- Payment Method: Choose between a saved card and a new card, then enter the billing information.
Once you've filled everything in, click Schedule. The subscription will be added to the contact.
To manage the subscription, click the square with an arrow icon; this takes you to the Subscriptions tab inside payments.
In the Subscriptions 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 takes you to the Invoice builder, where the contact's information will already be filled in.
Add the items, discounts, taxes, and details as normal.
Once you're happy with the invoice details, click Send, select the messaging channel, and click "Send" to complete the process.
After sending the invoice, or clicking the square with an arrow icon, you'll be taken to the Invoices tab inside the payments section.
Click the three-dot icon next to the invoice to manage it.
Subscriptions and invoices sit at the heart of payment management and help you keep track of monthly revenue and business health. Handling both from the contact's information tab reduces the risk of errors and keeps the process straightforward.