Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Subscriptions
Turn on recurring billing, and create, change and cancel subscriptions.
Bill a client again every week, month, quarter or year for a recurring service.
Overview
This guide covers turning on recurring billing, the Subscriptions page, and creating, changing and canceling a subscription.
Who Can Access
Step-by-Step Guide
Turn on recurring billing
Go to Settings → Payment Settings and switch on Recurring billing. Without it you can still see and cancel subscriptions, but not create or restart them.
Open Subscriptions
Click Subscriptions. The tabs are Active, Awaiting payment, Past Due, Canceled and Completed. Search by ID, client or email, filter by next payment date, service or client, and use Export CSV.
Create one
Click Create Subscription, pick the Client and a recurring Service. The billing cycle comes from the service. Set the Start date, when the first invoice is due, and the Amount per cycle, or leave it blank for the service price.
Check the summary
The summary shows what the client is charged and when. Click Create Subscription. The first invoice is created as Unpaid; the client isn’t emailed until the next cycle, so send it from the invoice if you want them to pay now.
Change or Cancel
- Edit changes the billing anchor date and the amount per cycle. If this cycle is already paid, the new amount starts next cycle.
- Cancel stops future invoices. If a paid period is still running, it ends then.
- Activate restarts a canceled or past-due subscription from today.
- There is no pause. The number of cycles is set on the service.