Creating a Subscription

Start taking payments from your clients

Taylor Homes avatar
Written by Taylor Homes
Updated over a week 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.

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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.

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Next...

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

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

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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.

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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. ⭐️

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Now, review the subscription details and click Start Subscription 🙌

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