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Subscriptions & Invoices in Contact Details

Subscriptions & Invoices in Contact Details

October 15, 20241 min read

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

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Subscription Management

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

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

  1. Bill Start Date: This will be the first date the subscription gets charged to your client.

  2. Products: Here you can select the previously created recurring products you'll be billing for.

  3. Payment Method: Select between Saved and New card then add the needed billing information.

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

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

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Click the three-dot icon next to the Subscription to view, cancel, or share its details.

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Invoice Management

Select “Create Invoice” from the Action dropdown menu.

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This will redirect you to the Invoice builder where the contact's information will be prefilled.

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Add the items, discounts, taxes, and details as normal.

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

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After sending the Invoice or if you click the square with an arrow icon, you will be redirected to the Invoices tab inside the payments section.


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