Pagos y facturación
Subscriptions
Charge every week, month or year without sending a link each time.
Create a plan
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Open the plans
In the sidebar, under Collect, click “Subscriptions”, then “Plans” and “New Plan”.
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Give it a name and price
Enter the plan name, the price and the currency.
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Set how often it's charged
Choose the interval (daily, weekly, monthly or yearly) and how many intervals. For example, monthly every 3 is a quarterly charge.
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Add trial and grace days
Trial days: free days before the first charge. Grace days: how long to wait before canceling if a payment fails. Add the plan's features if you like and click “Create Plan”.
Note
Subscribe a customer
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Click “New Subscription”
It's in Subscriptions. You can also do it from the customer's profile.
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Choose the customer and the plan
The plan sets the amount and how often it's charged.
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Choose how to charge
If the customer has a saved card, select it to charge automatically. If not, they'll pay each period with their payment link.
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Adjust for this customer only (optional)
Under additional options you can give them different trial days or a different amount. Click “Create Subscription”.
Tip
Pause, change or cancel
Open the subscription and, under Actions, choose:
- Pause and resume: stop and restart the charges.
- Change plan: move the customer to another plan; you can prorate the difference.
- Cancel: at the end of the period or right away, with the reason if you want to record it.
Track your numbers
Above the list you see active subscriptions, monthly recurring revenue, what was collected this month, the collection rate, failed payments and subscriptions with an overdue payment. Invoices generated by subscriptions are in Sales → Invoices, under the Subscriptions type.