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 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.
You can choose to edit, cancel, or open the subscription by clicking the three dots icon.
Edit Subscription
You can add plans, remove plans, add tax, edit end date, and edit billing method here.
Cancel Subscription
You can choose to end the subscription immediately or at the end of the current billing period.
Open in Stripe/Square
You can also choose to view your subscription in Stripe or Square's main website.
To view you customers' subscriptions summary, go to Reports > Stripe/Square Subscriptions.
Active Subscriptions
This tab show ongoing subscriptions that your customers pay for.
Failed Subscriptions
This tab displays subscriptions with failed payments, including those where the payment could not be processed for various reasons.
Cancelled Subscriptions
This tab lists all the canceled subscriptions, an added column called Current Subscription displays the status of other subscriptions associated with the same customer location.
Easily identify whether a cancelled subscription has been renewed or replaced by another subscription.
For customers with multiple locations, this feature works when a location is assigned to the subscription.
For customers with only one location, the system will automatically assume that any new subscription is associated with that location.
The statuses shown include Active, Past Due, Pending, and Incomplete.
