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Help centre · Step-by-step manual

Subscriptions and recurring billing

Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.

Subscriptions and recurring billing

  1. Create a subscription plan with its cycle, price, included units and applicable tax treatment. Add a customer subscription or share its signup link.
  2. Review upcoming bills and overdue balances. Payment links need a configured provider; automatic saved-card charging requires the provider’s recurring-payment approval.
  3. Redeem included units in a supported current till version or schedule eligible deliveries. Check the customer, plan and available balance before confirming. Pause or cancel through the subscription record.

Help for this screen

On this screen

Online · Subscriptions

Recurring plans for your customers: the reminders for unpaid invoices, the sign-up page and the owner's alerts.

Needs Customers. Switching it off hides the pages and stops the bills; nothing is deleted.

Days after the invoice and what happens on each: the pay link, reminders, suspend (no deliveries, nothing redeemed), cancel. One step a day, never in the quiet hours.

Days after the invoice, e.g. 1, 3, 5

How to use this feature

Switch · Subscriptions are on · Save · Reminders and dunning · Days · What happens · Grace days before past due · Saved card retries (days) · Days after the invoice, e.g. 1, 3, 5 · Quiet hours from · Quiet hours until · Longest pause (days) · Sign-up page · The sign-up page is open

Online · Subscribe

How to use this feature

My subscriptions · Sign-up is not open right now. Ask the shop. · delivered · Name · Phone · Address · Where we deliver · Area · How will you pay? · Pay online now · Cash or card at delivery or at the shop

Online · Subscriptions · 2

How to use this feature

Subscriptions are switched off for this branch. · Suspended · Saved card · The new plan starts at the next bill. · Price · Monthly revenue (MRR) · Next bill · Owed · Credit for the next bill · Left this period · Item · Included · Left · delivered

Online · Past due

Messages no channel could deliver (no open WhatsApp chat, no e-mail). Open WhatsApp, send, then mark it sent - one at a time.

How to use this feature

Subscriptions are switched off for this branch. · Subscriptions · The schedule · Quiet hours now: no message goes out until they end. · Owed · Pay link · Open WhatsApp · Number · Customer · Days · Done · Next · Suspended · Remind

Online · Subscription plans

What you sell: a price for each cycle, what it includes and how a change of plan is billed. A plan shown online is on the sign-up page.

Print the QR or send the link: your customers pick a plan, give their name and phone, and pay online or at delivery.

Products or services each cycle (4 × 19 L water, 8 visits). A delivered product gets a delivery order on the subscription's days; anything else is redeemed at the till.

How to use this feature

Subscriptions are switched off for this branch. · Subscriptions · Plan · Price · Cycle · Includes · Subscribers · Monthly revenue (MRR) · Not sold · Not online · Setup fee · delivered · Edit · Make a plan first:

Online · Subscriptions · 3

Your customers' plans: who pays what and when, what is owed, and the next bills. The bills go out by themselves each cycle.

How to use this feature

Subscriptions are switched off for this branch. · Excel · CSV · Monthly revenue (MRR) · Yearly revenue (ARR) · Subscribers · Trial · Paused · Past due · Status · All · Suspended · Plan · Search

Online · Your subscriptions

How to use this feature

You have no subscriptions with this shop. · Suspended · Next bill · Pay now by card or wallet · paid at the next delivery · Until · Pause · Resume · Cancel at the period's end

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