Create Subscriptions & Invoices in Contact Profile

With Stack, managing your subscriptions and invoices is now easier than ever. You can create and schedule subscriptions directly from a contact’s profile, streamlining your billing process. This feature allows you to handle billing for a specific contact without navigating away from their profile.

Creating Subscriptions from a Contact’s Profile

To set up a subscription for a customer, follow these steps:

1. Navigate to Contacts and select Contact Details for the customer you wish to manage.
2. Go to Payments and click on Actions, then select Create Subscription.
3. Fill out the subscription details as required.

Creating and Sending Invoices from a Contact’s Profile

To create and send an invoice:

1. Open Contacts and go to Contact Details for the relevant customer.
2. Navigate to Payments and choose Actions, then click on Create Invoice.
3. You will be directed to the invoice creation page with the customer’s details already filled in.
4. Add the necessary invoice details.
5. Save the invoice and send it to the customer.

Frequently Asked Questions

Q: What happens if a customer’s payment method fails during subscription setup?

A: If the payment method fails, you will be prompted to choose an alternate card or add a new one. The subscription will remain inactive until a valid payment method is provided.

Q: Can I create multiple subscriptions for the same customer?

A: Yes, you can create multiple subscriptions for a single customer. Each subscription can have its own set of products, billing dates, and payment methods.

Q: Can I generate an invoice for a subscription from the Contact Details page?

A: Invoices for subscriptions are automatically generated as part of the subscription process. However, you can manually create standalone invoices for other products or services directly from the Contact Details page.