Subscriptions

Subscriptions is for businesses whose customers pay on a cycle: gyms, tuition and nurseries, water delivery, cleaning contracts, coworking, software resellers. You set up plans, add subscribers (or let customers sign up from a link), and the invoices go out by themselves each cycle.

When Books is switched on, each cycle's bill is a Books tax invoice and each payment a Books receipt; without Books the bill is charged to the customer's account and appears in Collections. Unpaid invoices follow a reminder schedule, and the subscriptions report shows monthly and yearly revenue and churn.

• Create a subscription planSwitch on Subscriptions and create a plan with a price per cycle, a setup fee, a free trial, VAT and the rule for changes of plan.
• Add a subscriber to a planStart a subscription for a customer by phone number, choose the plan, the start day, a trial and how they pay, then find it in the list.
• Pause, change or cancel a subscriptionPause a subscription for a set time, move a customer to another plan with a preview of the proration, or cancel now or at the period's end.
• Bill a subscription and record its paymentHow each cycle's invoice is made, as a Books tax invoice or on the customer's account, and how to record a payment, void or retry an invoice.
• Follow up unpaid subscription invoicesSet the reminder schedule for unpaid subscription invoices, work the past-due list, and send the messages no channel could deliver.
• Let customers sign up and manage their planOpen your public sign-up page, print its QR code, and give each subscriber a private page to see their bills and pause or cancel.
• Read the subscriptions report and alertsSee monthly and yearly recurring revenue, churn, revenue per plan and the next 30 days' bills, and get an alert when past due or churn rises.
• Collect subscriptions by pay link or saved cardEarly accessEarly access - send subscribers a Paymob pay link for each invoice, or charge a card they saved automatically on each billing day.