Subscriptions
Creating Subscriptions
Subscriptions let you set up recurring billing for customers who pay on a regular schedule, such as monthly maintenance plans or seasonal service contracts.
- Open the sidebar and click Subscriptions under Accounting.
- Click New subscription.
- Select a customer and define the subscription name and description.
- Set the billing amount, currency, and frequency (monthly, quarterly, or yearly).
- Click Create subscription. The customer will receive a checkout link via email to enter their payment details.
Tip: You must have Stripe Connect set up before creating subscriptions. Payments are processed automatically through Stripe on each billing cycle.
Stripe Integration
Subscriptions are powered by Stripe. When a customer subscribes, Stripe handles payment collection, retries for failed payments, and receipt emails.
Checkout flow: When you create a subscription, the customer receives an email with a secure Stripe Checkout link. They enter their card details there and the subscription starts automatically.
Automatic billing: Stripe charges the customer's card on each billing cycle. If a payment fails, Stripe retries it according to your retry settings.
Receipts: Stripe sends payment receipts directly to the customer's email after each successful charge.
Sync: Subscription status in ServeHub is kept in sync with Stripe. Changes made in Stripe (such as disputes or chargebacks) are reflected in your dashboard.
Managing Active Subscriptions
You can pause, resume, or cancel subscriptions at any time from the subscriptions list.
Pause: Temporarily stop billing without cancelling. The customer will not be charged during the pause period. Resume billing when you are ready.
Resume: Reactivate a paused subscription. Billing picks up on the next cycle date.
Cancel: Permanently end the subscription. You can choose to cancel immediately or at the end of the current billing period.
- Go to Subscriptions and find the subscription you want to manage.
- Click the subscription to open its details.
- Use the Pause, Resume, or Cancel actions as needed.
Customer Self-Service Portal
Customers with active subscriptions can manage their payment details and view billing history through the customer portal.
Update payment method: Customers can update their credit card or bank details directly from the portal without needing to contact you.
Billing history: Past invoices and payment receipts are available for download in the portal.
Cancel subscription: Depending on your settings, customers may be able to cancel their own subscription from the portal.
Tip: Enabling self-service for subscriptions reduces support requests and gives customers confidence that they can manage their own billing at any time.