Assign a subscription template to a customer
You can add an active subscription template to an existing customer via the subscription template or their customer record, avoiding the need to enter the subscription details again.
Assigning a customer to a subscription via the subscription template
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Click Payments and select subscription templates
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Select the subscription template
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Click Add existing customer
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Select the customer or customers from the list or search for their name
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Click Assign
- In the confirmation window click continue to complete the action.
Assigning a customer to a subscription via their customer record
This option allows you to set a specific start date for when you wish to collect the first payment
- Click Customers or locate your customer via the search bar
- Select the customer from the list
- Under Quick payment actions click the Subscription button
- Next, under Choose a Subscription template select the subscription from the list
- You can now choose to take the first payment as soon as possible or on a specific date
- Click on Add to subscription to complete the action
Your customer will be notified of the details of the subscription via email.