Setting Up a Monthly Recurring Subscription

Recurring subscriptions allow you to automate client billing and manage ongoing payments efficiently.

Step 1: Create a Product

1. Navigate to the Products screen.
2. Click Create New Product.
3. Customize your product:
   • Set pricing
   • Choose a billing schedule (monthly, yearly, one-time)
   • Configure any additional options

Step 2: Assign Billing to Clients

1. Go to the Customers tab.
2. Select the client(s) you want to assign a billing type.
3. Assign the appropriate billing type (e.g., monthly subscription).

Step 3: Client Notification

• Once a billing type is assigned, clients will be notified via the portal about their recurring payments.

✅ Your monthly recurring subscription is now set up and ready to automate client billing.

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