Create or Schedule Subscriptions and Send Invoice within Contact Details Page
What’s New in Stack?
Section titled “What’s New in Stack?”Adding Subscriptions
Section titled “Adding Subscriptions”With Stack, you can now easily manage subscriptions directly from your account. Here’s how you can do it:
- From the Payments Section: Navigate to
Payments > Subscriptions > Add Subscriptionto create a new subscription. - From the Contact Details Page: For a quicker process, head to
Contacts > Contact Details > Payments > Actions > Create Subscription. This allows you to add a subscription directly from a customer’s profile.
Scheduling Subscriptions
Section titled “Scheduling Subscriptions”When setting up a subscription, you have the flexibility to schedule it for a future start date. Simply choose a specific billing date, and the subscription along with its payments will commence accordingly.
Seamless Payment Process
Section titled “Seamless Payment Process”Adding a subscription is straightforward. Select the customer and product, then complete the payment using an existing card on file or by adding a new card—all in one seamless flow.
Creating Invoices
Section titled “Creating Invoices”You can also generate invoices directly from a contact’s detail page. This feature simplifies the process by pre-filling customer details, allowing you to quickly create an invoice. Just go to Contacts > Contact Details > Payments > Actions > Create Invoice.
What’s Next?
Section titled “What’s Next?”Subscription Enhancements
Section titled “Subscription Enhancements”We’re working on more features to improve your experience with subscriptions, such as:
- Pause/Resume Subscriptions: Soon, you’ll be able to pause subscriptions for a set period or indefinitely. Subscriptions can be set to resume automatically after a fixed duration or manually when you’re ready.
Stay tuned for these enhancements, designed to give you even more control over your subscription management in Stack!