Optimize your payment process by creating a product before sending an invoice or setting up a subscription for your clients. This crucial step ensures seamless transactions and allows you to receive payments efficiently in your business.
Creating a Product
Below is the information you need to fill in when creating a product. The "Name" will be the name of the item on the invoice or subscription such as "1-2-1 Personal Training Session". The description will give your clients more information about the product or service of yours they are purchasing. For example, "1 hour of personal training".
Creating a Subscription
To create a subscription is very similar. The only difference is you set the "Make it a subscription?" option to yes like the image below. This will then give you one more box to fill which is the type of recurrence. For example, if you wanted the subscription to charge someone every 3 months, you would type in "3", then select months or if you wanted a weekly billing, enter "1", and then weeks. End dates can be added to your subscription but this comes later when you're sending your subscription to your client
