Streamline Subscription Management with New Features

What's New?

We are excited to announce a new enhancement that will streamline your subscription management process directly from the Contact Details page. This update offers a more efficient way to manage subscriptions and invoices for your clients. Here's a breakdown of the new features:

Add Subscriptions Directly from Payments Section

Businesses now have the ability to add subscriptions directly from the Payments section. Simply navigate to:

• Payments > Subscriptions > Add Subscription

This feature is designed to make the subscription addition process quicker and more intuitive.

Create Subscriptions from Contact Details Page

You can also add subscriptions directly from the Contact's Detail page. This allows for a smoother workflow when adding a subscription for a customer. Navigate to:

• Contacts > Contact Details > Payments > Actions > Create Subscription

Schedule Future Subscriptions

Whether you're adding subscriptions from the Payments section or the Contact Details page, you can now schedule them for a future date. Select a specific Billing Date to start the subscription and associated payment collections.

Easy Payment Process

When adding a new subscription, you can select the customer and product, and complete the payment process using any of the existing cards on file or by adding a new card—all in a single streamlined flow.

Add Invoices from Contact Details Page

You can now add new invoices directly from the Contact's Detail page. To do so, navigate to:

• Contacts > Contact Details > Payments > Actions > Create Invoice

This action will redirect you to the invoice creation page with the customer details pre-filled, saving you time and reducing errors.

What's Next?

We are continuously working on improving your experience. Here's what's coming next:

Pause/Resume Subscriptions

• The ability to pause subscriptions for a fixed or indefinite duration, with the option to resume automatically (for fixed duration) or manually.

Stay tuned for more updates!

In Case You Missed It

Check out our Latest Product Updates to stay informed about all new features and enhancements.

For more information or any queries, feel free to Contact Us.

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