Assign a subscription template to a customer
You can add an active subscription template to an existing customer via their customer record, avoiding the need to enter the subscription details again.
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Click Payments and select subscription templates or locate your customer via the search bar
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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.
Your customer will be notified of the details of the subscription via email.