The navigation is the same for both the Admin-side and Client-side.Ĭlick the Receipt button to view the PDF receipt for the payment, in the form of an Invoice. To view the payments for each Subscription Plan, navigate to Office > Payments. Once your Client completes payment for the Invoice, they will be set up for Subscription Plans. How do I keep track of Subscription Payments? ![]() IMPORTANT: If you have chosen Stripe ACH as your Payment Gateway, the billing cycle must be monthly or higher for Subscription Plans. The Grand Total is the final billing amount of the Invoice with One-Time Charges and Subscription Charges combined. This is the amount that will be charged for each billing cycle that was specified during the creation of the Subscription Plan. The Total shows the amount for the Subscription that will be charged for this Invoice. ![]() If you included a trial period in your Subscription Plan, the total amount of the first billing charge will be discounted. This is because the Invoice only charges for what is immediately owed at the time it is created. The Subtotal includes Taxes and Discounts applied. You can also add a Discount and/or Tax to the Subscription plan using the respective columns.ĬLICK HERE to learn about Discounts and TaxesĪt the bottom of the Summary screen, you'll see a breakdown of the Subscription charges that are included in the Invoice. You can make manual changes to its Name, Description, Quantity, and Rate. Once added, you will see the Subscription Plan appear in the Summary module. You can also click the +Add New Plan button to quickly create a new one. How do I add a Subscription Plan to an Invoice or Estimate?įor Invoices, navigate to Office > Invoices, and click the +Create Invoice button.įor Estimates, navigate to Office > Estimates and click the +Create Estimate button.Ĭhoose your Plan from the Subscription Plans dropdown menu. You can then choose the number of cycles the Plan will be active for.ĬLICK HERE to learn more about creating Invoices If you need to limit the number of cycles, toggle Never Expires to OFF. This way the customer would only be charged 4 times (initial Invoice + 3 months of the subscription).īy default, the Subscription Plan will not be set to expire. If you want the first charge to count as the first month then you would set up the subscription to send out once a month for 3 months. The customer will be billed 5 times in this case. For instance, if you set up a Subscription to send out once a month for 4 months it will send out an initial Invoice and then the Subscription will automatically charge the customer for the next 4 months. The first invoice that is sent out in a Subscription Plan does not count toward the Billing Cycle. You can then choose Days, Weeks, Months, or Years from the dropdown menu. Billing CycleĬhoose how often the Subscription Plan is charged to the Client by entering a number in the field. Include Trial Period: The Subscription Plan charges will not occur until after the number of days you input here. Price: How much the Client will be charged with each installment. Title: The name of the Subscription Plan. ![]() This will bring up a window where you can enter all of the necessary information. Hover over the Subscriptions dropdown menu, and select Plans.Ĭlick the +Add Plan button. ![]() Stripe, Stripe ACH, Braintree, and can be used for Subscription Plans. IMPORTANT: To use the Subscription Plans functionality, you will need to have either Stripe, Stripe ACH,, or Braintree configured as one of your Payment Gateways.ĬLICK HERE for more information on setting up Payment Gateways You can also add a Subscription Plan to an Estimate. The payment you receive consists of both fees, but the Annual Hosting Fee will be charged yearly going forward. The Client pays that Invoice with a credit card via the Client Portal. In addition, you include a subscription payment Annual Hosting Fee. For example: in a website design business, you include a one-time Design Fee. You can issue an Invoice to a Client that contains both static One-Time Items and Subscription Plan Items. It works just as if you have their credit card on file, much like subscription services like Netflix or Hulu. Their credit card or bank account will be automatically charged based on the amount and time period you have assigned. When you apply a Subscription Plan to an Invoice it will initiate an auto-charge after the initial payment. There is no action required of the Client, with the exception of the initial payment. OFFICE: Subscription Plans What is a Subscription Plan?Ī Subscription Plan is a model of automatic payments billed on a schedule.
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