QuoteIQ's recurring Invoice Subscriptions got more flexible in the June 2026 update. You can now choose how each subscription bills — automatically or manually — and when someone goes to cancel, they're offered ways to stay first.
Auto-Pay vs. Manual Billing
When you create a recurring subscription, you choose a billing mode:
Auto-Pay — QuoteIQ automatically charges the customer's card on file each cycle.
Manual — QuoteIQ generates the invoice each cycle, but the payment is triggered manually, giving you control over exactly when each charge happens. Useful for customers who want to review before paying, or jobs where the amount can vary.
Each subscription shows a mode badge so you can tell at a glance how it bills, plus an inline list of every invoice it has generated.
The Cancellation & Retention Flow
When a subscription is about to be cancelled, QuoteIQ now presents retention options before the cancellation goes through — for example, pausing the subscription, applying a discount, or downgrading to a smaller plan. It's a built-in chance to save the relationship instead of losing the customer outright.
Reliable Billing — No Double Charges
Subscription billing is protected against accidental duplicate charges (Stripe idempotency), so a retry or a brief connection hiccup won't bill your customer twice for the same cycle.
⭐ Max plan: Max subscribers now get a Dedicated Account Manager — a direct point of contact for setup, questions, and account help. Max benefits also extend to the sub-users on your account.
FAQs
What's the difference between Auto-Pay and Manual billing?
Auto-Pay charges the card on file automatically each cycle. Manual generates the invoice each cycle but lets you control when the payment is actually taken.
Can I see what a subscription has billed so far?
Yes. Each subscription shows a mode badge and an inline list of every invoice it has generated, so you always know where it stands.
What happens when a customer cancels?
Before the cancellation finalizes, they're shown retention options — typically pause, discount, or downgrade — so you have a chance to keep them.
Could a customer ever get double-charged?
No. Billing uses Stripe idempotency to prevent duplicate charges for the same cycle, even if a payment is retried.
What does the Dedicated Account Manager on Max do?
Max subscribers get a direct point of contact for onboarding, questions, and account help. The benefit extends to sub-users on the Max account as well.
Need help? Contact us at support@quoteiq.io or text (912) 913-7154.
]]>