What's New?
- Businesses can now set up subscriptions by navigating to Payments > Subscriptions > Add Subscription.
- Subscriptions can also be added directly from the Contact's detail page, making it faster and easier to set up a new subscription for the customer. Simply navigate to Contacts > Contact Details > Payments > Actions > Create Subscription.
- When adding subscriptions through either option, you can also schedule them to begin on a future date by selecting a specific Billing Date for the subscription and its related payment collections to start.
- This feature enables users to effortlessly set up a new subscription by choosing the customer and product, then processing the payment in one seamless step—either with a saved card on file or by adding a new one.
- You can also create a new invoice directly from the Contact’s detail page. This will take you to the invoice creation screen with the customer’s details automatically filled in. Navigate to: 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
