Create Invoices and Subscriptions from a Contact

You can create and send invoices or start subscriptions without leaving a contact’s record. The contact’s details pre-fill automatically, the new billing item appears on the contact timeline immediately, and you can see all past payment history alongside the conversation — no switching to global Payments lists required.

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Before you start

Make sure the following are in place:

• A supported payment provider is connected in Payments → Integrations (for example, Stripe).
• Payment methods are enabled for your product areas.
• At least one Recurring Product is configured if you plan to create subscriptions.
• User permissions allow creating subscriptions and invoices.
• (Recommended) A card on file is saved for the contact if you want to use AutoPay. Without a saved card, AutoPay will not be available for manually created subscriptions.

Note

If you use a custom payment provider app, confirm that the provider supports subscription schedules using saved payment methods. If it does not, AutoPay selection may be unavailable for manually created subscriptions.

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Creating a subscription from a contact record

The billing cycle for any subscription is set on the Recurring Product itself — weekly, monthly, annually, etc. Whatever cycle that product uses becomes the subscription’s cycle.

1. Open the contact record and go to the Payments tab.
2. Click Actions → Create Subscription.
3. Choose a Recurring Product from the list.
4. Configure the start date, quantity, and any coupon as needed.
5. Select or add a payment method on file for AutoPay if available.
6. Review the first charge amount and billing schedule.
7. Click Create to activate the subscription.

The new subscription appears immediately on the contact’s activity timeline and in the global Payments section.

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Creating an invoice from a contact record

1. Open the contact record and go to the Payments tab.
2. Click Actions → Create Invoice.
3. You are redirected to the invoice creation page with the contact’s details already filled in.
4. Add line items, set amounts, and configure any applicable taxes or discounts.
5. Click Save and Send to deliver the invoice to the contact.

The invoice is linked to the contact record and visible in their payment history alongside any existing subscriptions or prior invoices.

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Common questions

How is the billing cycle determined for a subscription? The cycle is inherited from the Recurring Product you select. To change the cycle, update the product’s settings before creating the subscription.

What happens if a payment method fails during subscription setup? You’ll be prompted to select an alternate card or add a new one. The subscription will not activate until a valid payment method is provided.

Can a contact have more than one active subscription? Yes. You can create multiple subscriptions for the same contact. Each can have its own product, billing date, and payment method.