FAQs in this section
What is the use of subscriptions? How do I keep track of payments made to subscriptions? Is the Subscriptions module available in the Sales Professional edition? How do I install the Subscriptions module? What are the prerequisites required for Subscriptions? How do I configure Autopay? Why do I configure retry rules? Is the Subscriptions module available by default? How do I make my Subscription last forever? How do I configure retry rules in Subscriptions? What is a pause, suspend, and resume in Subscriptions? How do I send an activation link to a customer? How do I create a subscription? How do I add a subscription from a quote? How do I create a subscription from the Services module? How do I create a subscription on a bi-weekly basis? What are the frequency and recurrence in Subscriptions? How do I activate a subscription? How do I add a product or a service to a subscription? How do I add a section to a subscription? Can a subscription have multiple invoices? What happens when a transaction for a subscription fails? What happens when a transaction for a subscription is successful? How do I share a subscription? How do I generate an invoice from a subscription? How do I export a subscription record? How do I print a subscription? How do I change the template of a subscription? What is the use of One View in Subscriptions? What are transactions? How do I create a transaction to an invoice? How do I create a transaction with a payment? How do I know when a subscription is activated? When do I configure Autopay? How do I enable auto-payment without a payment gateway? Can I add frequency and recurrence fields while creating a subscription? What will the Invoice created from subscriptions display?
What are the payment methods available for Subscriptions?
Table of Contents
Subscriptions in Vtiger CRM provide you with two payment methods, Manual pay and Autopay, using which you pay for your subscriptions.
Here is an explanation of the two payment methods:
- Manual Pay - If the subscription mode is set to Manual Pay:
- An invoice and a payment record are created, but the payment is not processed automatically.
- You have to go to the payment record and enter the bank details of the customer manually and get the payment done.
To know more about Payments, click here.
- Autopay - If the subscription mode is set to Autopay, the system ensures that invoices are paid on time. When an invoice is generated, the due date is set, and the system charges the customer automatically through a payment gateway (Authorize. Net, Paypal, or Stripe).
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