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Using the Subscriptions page

On the Billing > Subscriptions page you can see all subscriptions you have, their status, and any other associated information. You can create a new subscription by clicking on New. You can export invoices by clicking on Export.

Note that since subscriptions create invoices, you can see invoices that were created by a subscription on the invoices page.

Subscription templates

When you click on New you’ll see an area for existing subscription templates and an option to create new ones. Subscription templates are great if you find yourself creating subscriptions with the same information over and over.

Subscription statuses

Creating a new subscription

Follow these steps to create a subscription. At any time toggle the Preview button to see how this subscription will show to clients. You can preview the email notification, checkout page, and invoice PDF.

1. Navigate to Billing > Subscriptions on the sidebar and click on + New subscription.

2. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.

3. Add one or more line items, each with a price and quantity.

4. Set the billing period, start date, and end date.

5. Optionally add taxes.

6. Specify if you want to auto-charge or notify the client to pay manually.

   1. If you select Automatically Charge Payment Method, an invoice will attempt to be auto-charged each billing period.

      1. You can add a payment method when creating the subscription, or select the payment method that is on file for the client.

      2. If there is not an existing payment method, the client will be prompted to add a payment method for their first invoice. In this case, the first subscription payment will need to be paid manually by the client.

      3. Automatic charges can be applied to both credit card and ACH payments.

   2. If you select Notify Client to Pay Manually, the client will receive an email notification that notifies them about each invoice. If you select this option, you also have to set a due date.

7. Optionally add a memo.

8. Optionally add attachments.

9. In the Advanced settings section, you can:

   1. Specify if you want to allow credit card payments and/or ACH payments.

   2. Specify if you or your client pays for payment processing fees.

Adding a Product to a Subscription

1. Navigate to Billing > Subscriptions on the sidebar and click on + Create subscription.

2. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.

3. Add one or more line items.

4. In the Description input field, it will say Find or add an item

   1. To add a product that already exists, please follow these steps:

      1. Search for and select the product from the list

      2. After selecting the product, if the product has multiple prices, select the price from the Price dropdown.

      3. Add the quantity.

      4. Optionally, add taxes.

      5. Set the start date, and end date.

   2. To create a new product, please follow these steps:

      1. Enter the name of the new product

      2. Add the price of the new item

      3. Check the Add to productbox and select Save.

      4. Add the quantity.

      5. Optionally, add taxes.

      6. Set the billing period, start date, and end date.

5. Specify if you want to auto-charge or notify the client to pay manually.

   1. If you select Automatically Charge Payment Method, you must add a payment method for the client if there isn’t one on file yet. Automatic charges can be applied to both credit card and ACH payments.

   2. If you select Notify Client to Pay Manually, the client will receive an email notification that notifies them about the invoice. If you select this option, you also have to set a due date.

6. Optionally add a memo.

7. Optionally add attachments.

8. In the Advanced Settings section, you can:

   1. Specify if you want to allow credit card payments and/or ACH payments.

   2. Specify if you or your client pays for payment processing fees

9. Once you've finished setting up the invoice, click Create subscription.