Subscription and Recurring Payments

Payments & Invoicing

Subscription and Recurring Payments

Lead Fuel CRM supports subscription-based billing for businesses that offer ongoing services, memberships, or retainer arrangements. Set up automated recurring payments to ensure consistent cash flow.

Creating a Subscription Product

Managing Active Subscriptions

Once customers subscribe, you can manage their subscriptions from the Payments section:

• View all active, paused, and cancelled subscriptions in one list.
• See upcoming billing dates and payment amounts.
• Filter by product, customer, or status.
• Click on any subscription to view its full history.

Subscription Actions

• Pause: Temporarily stop billing without cancelling. The subscription can be resumed later.
• Cancel: End the subscription. You can choose to cancel immediately or at the end of the current billing period.
• Upgrade/Downgrade: Change the subscription to a different product or pricing tier.
• Update Payment Method: Allow customers to update their card or bank details.

Handling Failed Payments

When a recurring payment fails, Lead Fuel CRM handles the retry process:

• Automatic Retries: Failed payments are retried automatically according to your configured retry schedule (typically 3 attempts over 7 days).
• Dunning Emails: Automated emails notify the customer about the failed payment and prompt them to update their payment method.
• Grace Period: Set a grace period during which the customer retains access while payment issues are resolved.
• Cancellation: If all retry attempts fail, the subscription can be automatically cancelled or paused based on your settings.

Tip: Offer annual billing with a discount to reduce churn and improve cash flow predictability. Customers who commit to annual plans are significantly less likely to cancel.

Need more help? Contact Lead Fuel CRM support for personalized assistance.