How to Create Subscriptions & Invoices from a Contact's Profile

This feature simplifies billing by enabling you to create subscriptions and invoices for a contact directly from their profile — no need to navigate away to a separate Payments section. This guide explains how to use the Contact Details → Payments tab to bill customers right in the moment.

What is Creating Subscriptions & Invoices from the Contact Details Page?

Creating billing items from the contact record lets you act at the moment of conversation, without navigating to global Payments lists. This workflow pre-fills the customer details and keeps all billing history visible in one place, improving speed, accuracy, and customer experience.

Key Benefits

• Speed: Create and send a bill without leaving the conversation.
• Fewer errors: Contact details auto-fill, reducing manual entry.
• Context: View past invoices, subscriptions, and payment methods alongside CRM activity.
• Lifecycle visibility: See the new subscription or invoice instantly on the contact timeline and in Payments.
• Team efficiency: Front-line teams can charge or schedule billing during support or sales calls.

Prerequisites

• Connect a supported payment provider under Payments → Integrations (e.g., Stripe).
• Ensure payment methods are enabled for your product areas.
• Have at least one Recurring Product configured for selling as a subscription.
• Confirm tax and discount settings match your accounting rules.
• Confirm user permissions for Payments allow creating subscriptions and invoices.
• Optional but recommended: Add a card on file for the contact to enable AutoPay and reduce payment failures.

How to Create a Subscription from a Contact's Profile

Important: The subscription's billing cycle is inherited from the recurring product you select. Whatever cycle is set on that product (e.g., weekly, monthly, annually) becomes the subscription's cycle.

1. Go to Contacts and open the contact's profile.
2. Select the Payments tab, then click Actions → Create Subscription.

3. Choose a Recurring Product and configure the start date, quantity, and coupon as needed.
4. Select or add a payment method on file for AutoPay, if available.

5. Review the first charge amount and schedule, then confirm to activate the subscription.

Note: If your payment provider does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.

How to Create an Invoice from a Contact's Profile

1. Navigate to Contacts → Contact Details.
2. Go to Payments → Actions → Create Invoice.
3. You'll be redirected to the invoice creation page with the customer details pre-filled.
4. Add the necessary invoice details.
5. Save and send the invoice to the customer.

Frequently Asked Questions

Q: How do I set the billing cycle for subscriptions?
A: The billing cycle is inherited from the recurring product you select. Whatever cycle you set on that product (e.g., monthly, weekly, annually) becomes the subscription's cycle.

Q: What happens if a customer's payment method fails during subscription setup?
A: If a payment method fails, the system will prompt you to select an alternate card or add a new one. The subscription will not be activated 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 with its own products, billing dates, and payment methods.