HighLevel's latest update simplifies managing subscriptions and invoices by allowing users to create and schedule subscriptions directly in a contact's profile! This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app!

TABLE OF CONTENTS

• Create Subscriptions from Contact's Profile
• Create and Send Invoices from Contact's Profile
• Frequently Asked Questions

Create Subscriptions from Contact's Profile

1. Go to Contacts > Contact Details for the relevant customer.
   
   
2. Navigate to Payments > Actions > Create Subscription.
   
   
3. Complete the subscription details as described above.  

Create and Send Invoices from Contact's Profile

1. Navigate to Contacts > Contact Details.
    
2. Go to Payments > Actions > Create Invoice.
   
   
3. You’ll be redirected to the invoice creation page with the customer details pre-filled.
   
   
4. Add the necessary invoice details.
   
   
5. Save and send the invoice to the customer.  

Frequently Asked Questions

Q: What happens if a customer’s payment method fails during subscription setup?

If a payment method fails, the system will prompt you to select an alternate card or add a new one. The subscription will not be activated until a valid payment method is added.

Q: Can I create multiple subscriptions for the same customer?

Yes, you can create multiple subscriptions for a single customer. Each subscription can have its own products, billing dates, and payment methods.