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    Setting Up Recurring Subscriptions

    Create a recurring subscription product that automatically charges a customer on a set schedule.

    For: Administrators
    Time: 15 minutes

    Before You Begin

    • •Connect Stripe — subscriptions require a processor that supports recurring billing.
    • •Know your billing interval (monthly, weekly, annually) and price.

    Instructions

    1

    Create a Recurring Product

    In Payments > Products, create a new product and choose "Recurring" as the price type. Enter the recurring amount and select the billing interval — for example, $97 every month. You can also add an optional trial period before the first charge.

    [SCREENSHOT NEEDED: Product form with recurring price type and interval selector]

    2

    Add the Subscription to a Payment Link or Invoice

    Recurring products work the same way as one-time products. Add the subscription to a payment link, order form, or invoice. When the customer pays, the subscription starts and the first charge runs immediately (unless a trial is set).

    [SCREENSHOT NEEDED: Payment link with a recurring product selected]

    3

    Confirm the Subscription Started

    After the customer pays, open the contact record and look under "Opportunities" or "Subscriptions" to confirm the recurring plan is active. You will see the plan name, amount, interval, and next charge date.

    [SCREENSHOT NEEDED: Contact record showing an active subscription with next charge date]

    4

    Manage Active Subscriptions

    To pause, cancel, or update a subscription, open the customer's contact record and find the subscription. You can cancel it immediately or at the end of the current period. Cancelling stops future charges but does not automatically refund past payments.

    [SCREENSHOT NEEDED: Subscription management panel with cancel and pause options]

    What Success Looks Like

    • A recurring product exists in your catalog with the correct interval and price.
    • A test subscription shows as active with a correct next charge date.

    Common Mistakes

    • × Setting a recurring product but adding it to a one-time invoice, which can cause a single charge instead of a subscription.
    • × Cancelling a subscription expecting an automatic refund — cancellations stop future charges only.

    Troubleshooting

    If The customer was charged only once instead of recurring:

    Open the product in Payments > Products and confirm the price type is set to Recurring with the correct interval. If it was saved as one-time, recreate the subscription and contact the customer to re-subscribe.

    If A subscription charge fails:

    Failed charges are usually due to an expired or declined card. The customer can update their card from the payment link, or you can send a new payment link to re-authorize. COFFEE CRM can also retry failed charges automatically depending on your settings.

    Last updated: 10/1/2026