FAQs in this section
What is the use of subscriptions?
How can 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 can I install the Subscriptions module?
What are the prerequisites required for subscriptions?
How can I configure Autopay?
Why should I configure retry rules?
Is the Subscriptions module available by default?
How can I make my subscription last forever?
How can I configure retry rules in Subscriptions?
What is a pause, suspend, and resume in Subscriptions?
How can I send an activation link to a customer?
How can I create a subscription?
How can I add a subscription from a quote?
Can I create a subscription from the Services module?
How can I create a subscription on a bi-weekly basis?
What is frequency and recurrence in Subscriptions?
How can I activate a subscription?
How can I add product or a service to a subscription?
How can 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 can I share a subscription?
Can I generate an invoice from a subscription?
How can I export a subscription record?
How can I print a subscription?
How can I change the template of a subscription?
What is the use of One View in Subscriptions?
What are transactions?
Can I create a transaction to an invoice?
Can I create a transaction with a payment?
When should I configure Autopay?
Can I enable auto-payment without a payment gateway?

How will I know when a subscription is activated?

To understand the process of activation, read the following steps:
  • Initially, when a subscription is created, its status is set to Activation Pending until the customer enters their account details in the payment link sent to them via email.
  • Depending on the Subscription Scheduler: 
    • An invoice record is created with status as Auto-created
    • A payment record is created with status as Pending
  • You can find related payments and invoices under the One View widget of the Summary View of the Subscription record.
  • After your customer configures their payment details in Authorize. Net gateway, the subscription status changes to Active.
  • Vtiger CRM will then process the transaction and receive the payment amount from the customer’s account on the specified billing date.
  • On the specified billing date, Vtiger CRM will process the transaction and receive the payment amount from the customer’s account.
To know more about Subscriptions, click here.
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