GorillaDesk Pro Plan users will have the ability to set up Stripe Subscription billing for their customers. This will set your customer up on an automated recurring billing cycle.
Note: You must have your Customer's Credit Card stored on their account to set up a Subscription.
To set up Subscription Billing for Stripe:
Connect with Stripe under your Addons then enable 'Subscriptions'.
To set up Subscription Billing for Square:
Connect with Square under your Addons then enable 'Subscriptions'.
Navigate to your Customer's account
Select the 'Invoice' tab
Click 'Add Subscription'
Then, Select 'Add a Plan'
You will then have the ability to create:
new plan or
add an existing plan if you have previously created one.
When you choose to "Create Plan", you need to Create a Subscription ID (numerical value) and name and set your price & Interval.
Select your Preferred Billing Method:
Automatically charge the default payment method on file
Email invoices for customers to pay manually
Note: Please make sure to set a start date for your subscription, along with an end date if applicable.
Then, click 'Save' and Voila! You've now successfully set your customer up with automated Subscription Billing.
Note: A new invoice will be generated every time your customer has been charged with Subscription Billing. Subscriptions will not affect previous invoices or any balance on the customer's account outside of the subscription. They are primarily used when a customer is being charged a fixed amount for their services over a duration of time.