Overview
"Creating billing items from the contact record lets you act at the moment of conversation, without navigating to global Payments lists." This streamlined workflow pre-fills customer information and maintains billing visibility in one location.
Key Benefits
The feature provides:
- Speed: Generate bills without leaving active conversations
- Accuracy: "Contact details auto-fill, reducing manual entry"
- Context: View payment history alongside CRM activity
- Visibility: New items appear instantly on contact timeline
- Efficiency: Front-line teams can process charges during calls
Prerequisites
- Connected payment provider (e.g., Stripe) in Payments > Integrations
- Payment methods enabled for product areas
- At least one Recurring Product configured
- Tax and discount settings configured appropriately
- User permissions allowing subscription/invoice creation
- Optional: Card on file for AutoPay capability
- Custom Payment Provider apps must support "subscription schedules using saved payment methods"
Creating Subscriptions
- Navigate to Contacts and open the contact profile
- Select Payments tab > Actions > Create Subscription