What is Creating Subscriptions & Invoices from the Contact Details Page?
Key Benefits of Creating from the Contact Details Page
Prerequisites
Create Subscriptions from Contact’s Profile
Create and Send Invoices from Contact’s Profile
Frequently Asked Questions

What is Creating Subscriptions & Invoices in Contact Details Page?

Creating billing items from the contact record lets you act at the moment of conversation, without navigating to global Payments lists. This workflow pre-fills the customer and keeps all billing history visible in one place, improving speed, accuracy, and customer experience.

Key Benefits of Creating from the Contact Details Page

Speed: create and send a bill without leaving the conversation.
Fewer errors: contact details auto-fill, reducing manual entry.
Context: view past invoices, subscriptions, and payment methods alongside CRM activity.
Lifecycle visibility: see the new subscription/invoice instantly on the contact timeline and in Payments.
Team efficiency: front-line teams can charge or schedule billing during support or sales calls.

Prerequisites

Connect a supported payment provider in Payments > Integrations (for example, Stripe).
Ensure payment methods are enabled for your product areas.
Have at least one Recurring Product configured for selling as a subscription.
Confirm tax and discount settings match your accounting rules.
Confirm user permissions for Payments allow creating subscriptions/invoices.
Optional but recommended: Add a card on file for the contact to enable AutoPay and reduce failures.
If you use a Custom Payment Provider app, the provider must support subscription schedules using saved payment methods to manually create subscriptions with AutoPay.

How to Create Subscriptions in Contact’s Profile

Go to Contacts and open the contact’s profile.
Select the Payments tab > Actions > Create Subscription.
Choose a Recurring Product, and configure start date, quantity, and**coupon** as needed.
Select or add a payment method on file for AutoPay, if available. **Note:**If your payment provider app does not support saved payment methods for subscription schedules, AutoPay selection may not be available for manually created subscriptions.
Review the first charge amount and schedule.

How to Create Invoices in Contact’s Profile

Navigate to Contacts > Contact Details.
Go to Payments > Actions > Create Invoice.
You’ll be redirected to the invoice creation page with the customer details pre-filled.
Add the necessary invoice details.
Save and send the invoice to the customer.

Frequently Asked Questions

Q: How do I set the billing cycle for subscriptions?

The subscription’s billing cycle is inherited from the recurring product you select. Whatever cycle you set on that product (e.g., monthly, weekly, annually) becomes the subscription’s cycle.

Q: What happens if a customer’s payment method fails during subscription setup?

If a payment method fails, the system will prompt you to select an alternate card or add a new one. The subscription will not be activated until a valid payment method is added.

Q: Can I create multiple subscriptions for the same customer?

Yes, you can create multiple subscriptions for a single customer. Each subscription can have its own products, billing dates, and payment methods.

How to Modify Existing Subscriptions
What happens in case of a payment failure for a Subscription?
Getting Started - Create and Send Invoices
How to Create and Manage Recurring Invoices in TWIM CRM
How to add and manage your customer’s cards on file

Subscription Management in Client Portal
Setting up QuickBooks Integration
Send Recurring Invoice action - Setup guide
What happens in case of a payment failure for a Subscription?
Payments Widget - Dashboard
Getting Started - Create and Send Invoices

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