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Creating a Subscription

Start taking payments from your clients

Cindy Liu avatar
Written by Cindy Liu
Updated over 3 months ago

Only available for US, UK, Australia, and Canada-based bank accounts.

Before we get started, you'll want to make sure you have created a Product and Pricing Plan.

First...
Click Create Subscription from the Subscriptions tab on your Payments page.

Then...
Select the client you would like to set up this Subscription for. 

Team Accounts: Use the toggle switch located at the top of the list to jump between your personal client list and the team list.

Next...

Select the Product and Pricing Plan under your client's name.

You set the parameters of the Subscription at the bottom of the page including: tax rate, billing period/frequency, and the billing date.

Let's break these fields down piece by piece.

Start Date

Click on the Immediately button to open the date picker. This determines the first date your client will be billed.

End Date

Same thing here, click on Renew Forever to open the date picker. Choose the end date you would like the Subscription end. 

⭐️Ending a subscription during the billing period will result in the last payment being prorated. Click here to learn more about how prorations work. ⭐️

Now, review the subscription details and click Start Subscription 🙌

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