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 Step 1: Navigate to Payments > Products and click "Add Product." Step 2: Set the pricing type to "Recurring." Step 3: Choose the billing interval: weekly, monthly, quarterly, or annually.
Step 4: Optionally add a setup fee charged on the first payment.
Step 5: Set a trial period if you want to offer free or reduced-cost trial access.
Step 6: Save the 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.