Create or Schedule Subscriptions and Send Invoice within Contact Details Page

Modified on Mon, 28 Oct at 3:13 AM


What's New?

  • Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription.
  • They can also add subscriptions from the Contact's detail page, enabling quicker addition of a 
  • subscription for the customer – Contacts > Contact Details > Payments > Actions > Create Subscription.
  • While adding subscriptions using either option, they can also be scheduled for a future date by picking a specific Billing Date to start the subscription and associated payment collections.
  • This feature allows users to add a new subscription by selecting the customer and product, and completing payment using any of the existing cards on file or by adding a new card – all in a single flow.
  • A new invoice can also be added directly from the Contact's detail page, where the user will be redirected to invoice creation with the customer details pre-filled – Contacts > Contact Details > Payments > Actions > Create Invoice.



What's Next?
Further enhancements on Subscriptions like Pause/Resume Subscriptions.
This would allow subscriptions to be paused for a fixed or indefinite duration and can be resumed automatically (for fixed duration) or manually.


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