1
Open Client Billing
Go to CRM → Select client → Billing tab.
2
Click Create Subscription
Or create invoice with recurring frequency.
3
Configure Subscription
Set the details:
- Service name
- Price
- Currency
- Frequency (monthly/yearly/weekly)
4
Send
Client receives first invoice.
5
Automatic Billing
Future invoices sent automatically.
Subscription Flow
- Client pays first invoice
- Subscription activates
- Auto-bills on schedule
- Continues until cancelled
Tips
- Clear service description
- Appropriate frequency
- Communicate terms
- Monitor for failures
Workspace Overview
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White Label Setup
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