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?
Table of Contents
Follow these steps to configure Autopay:
- Click the display picture on the top right corner of the screen.
- Click Settings.
- Click Payments and Subscriptions under Inventory.
- 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:
- Hover over the default action under Payment Successful or Payment Failure.
- Click the Edit icon.
- Enter a title for the action.
- Enable or disable the action by clicking the checkbox.
- Select the operation that has to be done when the action takes place.
- 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.
- Do Nothing: By selecting this option, you can undo any action on payment success or failure.
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