BILLING: Subscription Payments

What are Subscription Payments?

Subscription Payments are automatic payments billed on a schedule. There is no action required of the Client, with the exception of the initial payment.

When you apply a  Subscription Payment to an Invoice, it will initiate an auto-charge after initial payment. Their credit card will be automatically charged based on the amount and time period you have assigned. It works just as if you have their credit card on file, much like subscription services like Netflix or Hulu.

A great feature of this platform is that you can issue an Invoice to a Client that contains both static One-Time Items and Subscription Payment Items. For example: in a website design business, you include a one-time Design Fee. In addition, you include a subscription payment Annual Hosting Fee. The Client pays that Invoice with a credit card via the Client Portal. The payment you receive consists of both fees, but the Annual Hosting Fee will be charged yearly going forward.

IMPORTANT: To use the Subscription Payments functionality, you will need to have either Stripe, Authorize.net, or Braintree configured as one of your Payment Gateways.

CLICK HERE for more information on setting up Payment Gateways


Setting up your Subscription Plans

Stripe, Braintree and Authorize.net can be used for Subscription Plans. PLEASE NOTE:

Stripe plans CAN be created and then used, all from within the platform.

Authorize.net plans CAN be created and then used, all from within the platform.

Braintree plans CANNOT be created from inside the platform. (This is a limitation of the Braintree API...we wish they would change it too!) You will first need to create them from inside your Braintree dashboard. From there, the platform can import that Plan information via API, after which the Plan will be listed in your available Plans within the platform.

Navigate to Billing > Invoice, and click the Plans tab. You will see a list of the available Subscription Plans.

Using Stripe and Authorize.net

After you've setup your Stripe Gateway, you can begin adding Subscription Plans to be used in your Invoices.

Click the +Add Plan button. This will bring up a window where you can enter all of the necessary information.

When creating a new Plan, the required fields are Name, Price (with Currency), and Billing Cycle frequency. Additionally, you have the option to set a Trial Period for the Plan.

Once the Plan details are filled out, click Save. This Subscription Plan can be applied to new Invoices.

CLICK HERE to learn more about creating Invoices

Using Braintree

If you are using Braintree, you cannot create new Subscription Plans from inside the platform. After the Plans are created in your Braintree dashboard, the platform will be able to automatically read them, display them as options, and you can assign them to Invoices as needed.


What happens next?

Add the Subscription Payment to an Invoice. Once your Client completes payment for the Invoice, they will be set up for Subscription Payments. Each payment will be listed under Payments, while the Subscription will be listed under Billing > Payments > Subscription tab.

While a Subscription is active, it is not necessary to send Invoices for further payment. Instead, the Client's card will be automatically charged after the interval specified.

On the Admin-side, you will be able to use the Options dropdown menu to either view the Transaction History or Cancel the Subscription. The Client also has these options, as well as the ability to Change Payment Method.


Setting up Payment Gateways

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