Subscriptions & Recurring Billing: Automated Payment Guide

Subscriptions & Recurring Billing

Manage recurring customer subscription models and automate recurring billing operations effortlessly. The subscriptions system ensures the renewal value is automatically charged from the customer’s card regularly (monthly, yearly, or weekly), with direct integration into the client’s CRM profile to secure recurring revenue (MRR) for your business.

Key Features of Recurring Subscription Automation

Auto-Billing

Deducting the subscription value regularly and automatically from the client’s card on the renewal date without needing manual invoice claims.

Recurring Payments
Flexible Plans

Customize recurring payment plans (weekly, monthly, yearly, or Free Trials) according to your business needs.

Custom Billing Cycles
Subscription Status Tracking in CRM

Automatically change the client’s status (Active, Paused, Cancelled) in the CRM database based on the success or failure of the renewal process.

Automatic Status Sync
Automated Invoices & Receipts

Issue and send payment receipts and recurring renewal invoices automatically to the client via email or WhatsApp immediately upon successful deduction.

Auto Receipt Delivery

Steps to Create and Manage Subscriptions in the Platform

You can create a new subscription plan or link a client to a recurring service through the following steps:

Step 01: Access Subscriptions Section (Payments ➔ Subscriptions): Go to the Payments section from the sidebar menu then choose the Subscriptions tab.
Step 02: Create Subscription Plan (Create Subscription): Choose the product or service, set the recurring frequency (e.g., monthly or yearly), and specify the price and trial period if applicable.
Step 03: Link Client to Plan & Confirm Card: Send the subscription link to the client for them to input their bank card only once, allowing the system to activate the plan instantly.
Step 04: Direct Automation & Auto-Renewal: The system automatically charges dues every cycle, renews the subscription, and notifies you and the client with a successful process notification.

Frequently Asked Questions (FAQ) About Subscriptions Management

What happens if subscription deduction fails from the client’s card?

The system attempts smart dunning retries automatically and sends a reminder to the client via WhatsApp and email to update their card.

Can the client or employee cancel the subscription?

Yes, you can cancel or pause a subscription with a single click from the platform, or enable self-service cancellation for the client.

Can a free trial period be offered (Free Trial)?

Yes, the system allows you to specify free trial days (e.g., 7 days) before starting to charge the actual subscription value.

How do subscriptions contribute to tracking revenue performance (MRR)?

The reports screen provides precise analytics of Monthly Recurring Revenue (MRR) and the Churn Rate.

Talk to Media SaleX AI Assistant

Do you want to create a recurring subscription plan for your services or automate subscription renewal notifications via WhatsApp? Talk to the smart assistant now!

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