FAQs in this section
What is the use of subscriptions?
How do I keep track of payments made to subscriptions?
What are the payment methods available for 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?
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?

How do I configure Autopay?

Follow these steps to configure Autopay:

  1. Click the display picture on the top right corner of the screen. 
  2. Click Settings.
  3. Click Payments and Subscriptions under Inventory.
  4. Click the Autopay Configuration tab.
Actions in Autopay

When Autopay is enabled (on) for a subscription, you can define the actions a user needs to perform when a payment succeeds or fails.
Follow these steps to configure the actions:

  1. Hover over the default action under Payment Successful or Payment Failure.
  2. Click the Edit icon.
  3. Enter a title for the action.
  4. Enable or disable the action by clicking the checkbox.
  5. Select the operation that has to be done when the action takes place.
    1. Send Email: The system sends an email to the customer about payment and invoice-related details. Vtiger has already set up standard email messages. You can use these available messages or change them to suit your business by going to Email Templates.
    2. Do Nothing: By selecting this option, you can undo any action on payment success or failure.
To know more about Subscriptions, click here.
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