Category

Subscriptions and recurring revenue

Create subscription plans, connect online payment gateways and manage recurring customer billing.

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7 guides
Guide

Understand subscriptions in Britixo CRM

Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.

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Create a customer subscription

Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.

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Edit and synchronise a subscription

Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.

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Send a subscription link by email

Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.

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Cancel or resume a subscription

Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.

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Configure online payment gateways

Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.

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Troubleshoot subscription and webhook updates

Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.

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