Create or Schedule Subscriptions and Send Invoice within Contact Details Page

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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 options, they can also be scheduled for a future date by picking a specific Billing Date to start the subscription and associated payment collections
  • The 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 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 (fixed duration) or manually

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