Client Subscriptions Overview
Subscriptions allow you to bill clients automatically for recurring services. Set up once, and the system handles invoicing and payment collection each billing cycle.
Direct Debit
Client subscriptions use BACS Direct Debit for automatic payments. Once set up, payments are collected automatically each billing cycle.
How It Works
1
Create Invoice
Add recurring services to an invoice
2
Client Pays
Pays by card and sets up Direct Debit
3
Subscription Active
System tracks the subscription
4
Auto-Billing
Invoices generated and collected
Billing Cycles
Subscriptions support flexible billing frequencies:
Monthly
Quarterly (3 months)
Semi-Annually (6 months)
Yearly
What Happens Each Cycle
- Invoice automatically generated for the subscription amount
- Payment collected via Direct Debit (4-7 business days)
- Client receives invoice and payment confirmation emails
- Payment recorded and reconciled automatically
UK Bank Accounts Only
Direct Debit is currently available for UK bank accounts only. International clients can pay each invoice manually.
Subscription Statuses
| Status | Description |
|---|---|
| Pending | Awaiting Direct Debit mandate confirmation |
| Active | Subscription is running, payments will be collected |
| Paused | Temporarily stopped, can be resumed |
| Cancelled | Subscription ended, no further billing |