Managing Subscriptions

Track, monitor, and manage client subscriptions efficiently with flexible billing and plan options.

Subscription Creation

• Create Subscription: Start a new subscription for a client.
• Select Plan: Choose the most suitable subscription plan.
• Set Billing Details: Define the start date and billing cycle.
• Apply Terms: Add any custom terms, discounts, or promotions.
• Process Initial Payment: Collect the first payment to activate the subscription.

Subscription Monitoring

• View Active Subscriptions: Access a list of all ongoing client subscriptions.
• Track Renewal Dates: Stay updated on upcoming renewals.
• Monitor Payments: Check payment history and current status.
• Handle Failures: Manage failed transactions and set up retries.

Subscription Changes

• Upgrade/Downgrade Plans: Adjust the subscription plan based on client needs.
• Change Billing Frequency: Switch between monthly, quarterly, or annual billing.
• Apply Adjustments: Add discounts or special promotions.
• Cancel Subscriptions: End a subscription with proper documentation and client confirmation.