Subscription Management
This feature in Agency Handy allows agencies to efficiently manage recurring pricing plans for their services efficiently, ensuring seamless billing cycles and payment processing.
Benefits
Efficiency: Automates the billing and invoicing process for recurring services.
Flexibility: Supports various billing cycles (days, weeks, months, years).
Control: Provides comprehensive management of subscriptions from a centralized dashboard.
Pre-conditions
Active Subscription Plans: Ensure that subscription plans are set up and activated within the service settings.
Payment Gateway Configuration: Set up a payment gateway (e.g., Stripe) to handle recurring payments and securely store payment details.
Subscription Management Overview
Access Subscription Management
Log in to your Agency Handy account.
Navigate to the "Subscription Management" section from the sidebar.
View Active Subscriptions
The dashboard displays a list of currently active orders with recurring payments.
Fields displayed include:
Subscription ID
Client Name
Number of Orders
Service Name
Last Payment Date
Last Invoice Update Date
Next Payment Date
Total Number of Payments
Subscription Fee
Total Amount Paid
Status (Active/Inactive)
Manage Subscriptions
Select a subscription to view detailed information.
Options available:
Cancel Subscription: Select the checkbox to cancel the next billing cycle and stop the flow for recurring payments and orders.
From here, you can
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