flexile-white-logo
a
Create or Schedule Subscriptions and Invoices within the Contact Details Page

September 26, 2024

What’s New?

  • Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription.
  • They can also add subscriptions from the Contact’s detail page, enabling quicker subscription addition for the customer – Contacts > Contact Details > Payments > Actions > Create Subscription.
  • While adding subscriptions, either option can be scheduled for a future date by picking a specific Billing Date to start the subscription and associated payment collections.
  • The feature allows users to add a new subscription by selecting the customer and product and completing payment using any existing cards on file or adding a new card – all in a single flow.
  • A new invoice can also be added directly from the contact’s details page. The user will be redirected to invoice creation with the customer details pre-filled – Contacts > Contact Details > Payments > Actions > Create Invoice

What’s Next?

  • Further enhancements on Subscriptions like Pause/Resume Subscriptions
  • This would allow subscriptions to be paused for a fixed or indefinite duration and can be resumed automatically (fixed duration) or manually.

Stay Ahead with INTEG CRM Insights

Subscribe to our blog and get the latest insights on enhancing customer relationships and boosting business efficiency with CRM technology. Don’t miss out on expert tips, industry news, and success strategies from INTEG CRM. Join our community today to keep your business at the forefront of innovation!

  • Knowledge
  • Experience
  • Training
  • Improvement

Unlock Your Business Potential

Keep your business evolving with the latest trends and best practices in CRM. Subscribe to our blog for regular updates on how to optimize your operations and enhance customer engagement. Get actionable advice and innovative ideas delivered straight to your inbox.

Visit Our Blog

Stay Up to Date With The Latest News & Updates

Access Premium Content

Unlock exclusive content tailored for advanced CRM users by subscribing to our premium insights. Each week, we dive deeper into strategies that drive business growth, enhance customer relationships, and optimize operational efficiency. 

Join Our Newsletter

Stay ahead of the curve with exclusive insights and tips delivered straight to your inbox! Join our newsletter today to receive the latest trends, updates, and special offers.

Follow Us