{"id":1581,"date":"2024-11-21T14:34:07","date_gmt":"2024-11-21T14:34:07","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&p=1581"},"modified":"2024-12-11T14:19:37","modified_gmt":"2024-12-11T14:19:37","password":"","slug":"subscriptions","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/subscriptions\/","title":{"rendered":"Subscriptions"},"content":{"rendered":"
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From Latest Updatein Xodox CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing. Subscription payments is provided via Stripe, you will need to have active Stripe account in order to use this feature.<\/p>\n

Please note that the subscriptions feature is different from recurring invoices<\/a>.<\/strong> The recurring invoices are used only to re-create the invoice on a specific date but with subscriptions, if the customer is subscribed to the subscription, he\/she will be auto-billed via Stripe and the invoice will be created.<\/p>\n

Configure Stripe subscriptions<\/h3>\n

You will need first to configure the <\/strong>Stripe Checkout<\/strong><\/a> payment gateway in order to use the Subscriptions feature.<\/strong><\/p>\n

Please follow the Stripe checkout configuration guide by clicking here<\/a><\/p>\n

If you are not using Latest Update <\/strong>, you will need to manually configure your webhook, see below<\/a>, otherwise continue with the guide below.<\/p><\/blockquote>\n

Stripe Products<\/strong><\/h3>\n

If you haven\u2019t created your products and billing plans, you should create via the Stripe Dashboard<\/strong>, Xodox CRM will fetch the billing plans directly from Stripe and will display them while creating\/editing subscription.<\/p>\n

There is no option to add billing plans via Xodox CRM admin area<\/strong>, you should always add the billing plans via Stripe Dashboard.<\/p>\n

Subscription Statuses<\/h3>\n

There are 8 subscription statuses in Xodox CRM, 5 are the default Stripe subscription statuses and one additional status is added Future<\/strong>.<\/p>\n

You can read the lifecycle for subscriptions and statuses at by clicking here<\/a><\/p>\n

Future<\/strong> \u2013 The additional Xodox CRM status Future means that the customer subscribed but the first billing date is in future, as an example if the customer subscribes on 2018-05-18 and you configured First Billing Date to be 2018-05-25, the subscription is active but the customer will be billed at the future date.<\/p>\n

Xodox CRM subscriptions for Stripe do not support trial subscriptions<\/div>\n

Create New Subscription<\/h3>\n

In order to create new subscriptions, from the main menu click Subscriptions then New Subscription.<\/p>\n

Billing Plan<\/strong><\/p>\n

Select billing plans for this subscription, the billing plans will be fetched from your Stripe account.<\/p>\n

Quantity<\/strong><\/p>\n

Configure quantity if it\u2019s necessary, otherwise leave it to 1<\/p>\n

First Billing Date<\/strong><\/p>\n

This is the first billing date field,\u00a0leave blank to use the date when the customer is subscribed to the subscription. This field must be a future date<\/strong>, if you select a date and the date is passed but the customer is not yet subscribed, the date when the customer will subscribe will be used.<\/p>\n

Note that Stripe does not support the creation of subscriptions in past dates.<\/strong><\/p>\n

Subscription Name<\/strong><\/p>\n

Add subscription name, shown to the customer too, in most cases this will be your product name.<\/p>\n

Description<\/strong><\/p>\n

You can add an additional description for this subscription, also visible to the customer.<\/p>\n

Customer<\/strong><\/p>\n

Select customer for this subscription.<\/p>\n

Currency<\/strong><\/p>\n

The currency will be auto-selected based on base currency or customer currency, you can\u2019t manually change the\u00a0 currency, more info about currencies can be found by clicking here<\/a><\/p>\n

Always use the same currency in Xodox CRM and Stripe billing plan currency<\/div>\n

This means that you can\u2019t have currency EUR and select billing plan configured in Stripe with USD currency.<\/p>\n

Tax<\/strong><\/p>\n

You can select tax for the subscription.<\/p>\n

The taxes are fetched directly from Stripe<\/strong>, if you haven\u2019t configured your taxes in Stripe, you should do this via Stripe dashboard by navigating to Billing->Tax Rates<\/strong><\/p>\n

Terms and Conditions (from v.2.40)<\/strong><\/p>\n

You can also add custom terms and conditions for the subscription, the terms and conditions will be shown at the bottom of the subscription preview area just before the customer subscribes to the subscription<\/p>\n

Send a subscription to a customer<\/h3>\n

After you configure the subscription successfully, you may want to send the subscription to the customer, note that the subscriptions in Xodox CRM are related to the primary contact of the customer.<\/strong><\/p>\n

To send the subscription to the primary contact you can click on the top left email envelope button, additionally, if you want to view how the subscription will look, click on View Subscription<\/strong> button.<\/p>\n

You may want to take a look at Setup->Email Templates<\/strong>, to adjust the subscriptions email templates.<\/p>\n

Show subscriptions to customers area<\/h3>\n

If you want to show or hide subscriptions in customers area, you can navigate to Setup->Settings->Subscriptions<\/strong> and set\u00a0Show subscriptions in customers area<\/strong> to Yes<\/strong>.<\/p>\n

Subscribe to subscription<\/h3>\n

In order customer to subscribe to a subscription, you must send the subscription to the customer primary contact and include the subscription link in the email via the built-in email feature for subscription or send the subscription link manually.<\/p>\n

After the customer access the subscription he\/she can review the subscription and subscribe by clicking on the subscribe button.<\/p>\n

\"Xodox<\/figure>\n

Canceling Subscription<\/h3>\n

To get familiar with canceling the subscription, please read more the official Stripe documentation by clicking here<\/a><\/p>\n

Canceling from the admin area<\/strong><\/p>\n

If you want to cancel subscription directly from the admin area, you can open the subscription and click on the cancel button, you will be able to see 2 options:<\/p>\n