🇺🇲 Only available for US-based bank accounts.
Before we get started, you'll want to make sure you have created a Product and Pricing Plan.
Click Create Subscription from the Subscriptions tab on your Payments page.
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.
Select the Product and Pricing Plan under your client's name.
Now, you will be given the option to add payment information. If you have the client's credit card information, you can enter that here. If not, we will prompt your client via email and push notification to get their card details added 👍
To continue without those card details, click Skip This Step:
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.
Click on the Immediately button to open the date picker. This determines the first date your client will be billed.
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 🙌