Subscriptions & Invoices in Contact Details
Summary:
How to manage and create Subscriptions & Invoices in Contact Details
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 information 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, these will be:
- Bill Start Date: This will be the first date the subscription gets 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.