Create Subscriptions & Invoices in Contact Profile

Accommador'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!

Create Subscriptions from Contact's ProfileGo to Contacts > Contact Details for the relevant customer. Navigate to Payments > Actions > Create Subscription. Complete the subscription details as described above. Create and Send Invoices from Contact's ProfileNavigate to Contacts > Contact Details.

Go to Payments > Actions > Create Invoice. You’ll be redirected to the invoice creation page with the customer details pre-filled. Add the necessary invoice details. Save and send the invoice to the customer.

Frequently Asked QuestionsQ: 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.