Get Started with Subscriptions inside Aritic Sales CRM

Subscriptions

The Subscription feature helps you bill customers for your services regularly or maybe once. It effortlessly manages the complete customer life cycle, from onboarding a client for a subscription plan to accepting payments. Once subscribed, it will begin to auto-renew on the specified period by the product to which it is relevant. There is not much you need to do, other than keep tabs on them from time to time looking for subscriptions. 

Attention

The Subscription payments provided through Stripe will want to have active Stripe account to use this function. More extended subscription integrations included in future versions.

Attention

You need to configure Stripe Keys, for subscriptions to work. You can Configure and Check under the installation section of this documentation for more information.

Tip

If you have not created your billing plans and products, you should build using the Stripe Dashboard.  Aritic Sales CRM will fetch the billing plans directly from Stripe and will show them while updating /creating subscription plan.

Getting Started

Begin with creating your stripe products on Stripe Dashboard.

•       Click on the Create button in the subscriptions list page.

•       If you have set up your Stripe configuration ideally, you should get a popup modal with the fields below:

• Name – The Subscription name that shown to the customer

• Billing Date – The First billing date field, leave blank to use the date when the customer subscribes to the subscription.
• Client – Name of the Customer
• Stripe Plan – Retrieved from your stripe account. (Your Stripe Products)
• Description – The Subscription description

Attention

To view subscriptions that a customer has not subscribed, click on the button Plans.

After you have created a subscription for the customer, click on Plans table to view the subscription, delete, send or modify it to your client. Your customer will see the subscription on their dashboard where they can subscribe it.

Tip

A new role named subscriber created/attached to the primary customer contact.

Cancel Subscription

If you want to cancel subscription from the admin section, you can open the subscription and click on the cancel button;

Cancel Immediately

If you click Cancel Immediately, the subscription will be canceled immediately and not option to reactivate.

Cancel on Expiry

If the Cancel Immediately checkbox is left unchecked, the subscription will cancel at the end of the billing period, and you’ll have an option to reactivate it.

Subscription Invoices

Your client/customer can download their invoices by clicking on the Invoices button at the top bar of the subscriptions list page.