Create Subscriptions & Invoices in Contact Profile

BAYG CRM’s latest update simplifies managing subscriptions and invoices by allowing users to create and schedule subscriptions directly in a contact’s profile! This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app!

Create Subscriptions from Contact’s Profile

1. Go to Contacts > Contact Details for the relevant customer.

2. Navigate to Payments > Actions > Create Subscription.

3. Complete the subscription details as described below.  

Create and Send Invoices from Contact’s Profile

1. Navigate to Contacts > Contact Details.
 

2. Go to Payments > Actions > Create Invoice.

3. You’ll be redirected to the invoice creation page with the customer details pre-filled.

4. Add the necessary invoice details.

5. Save and send the invoice to the customer.  

Frequently Asked Questions

Q: What happens if a customer’s payment method fails during subscription setup?

If a payment method fails, the system will prompt you to select an alternate card or add a new one. The subscription will not be activated until a valid payment method is added.

Q: Can I create multiple subscriptions for the same customer?

Yes, you can create multiple subscriptions for a single customer. Each subscription can have its own products, billing dates, and payment methods.

Q: Can I generate an invoice for a subscription from the Contact Details page?

Invoices for subscriptions are generated automatically as part of the subscription process. However, you can manually create standalone invoices for other products or services directly from the Contact Details page.