How to Create and Schedule Subscriptions from a Contact's Page
Updated March 6, 2025
Managing subscriptions and invoices across multiple screens slows down agency workflows and increases the risk of billing errors. This guide shows you how to create or schedule subscriptions and send invoices directly from the Contact Details page in GoHighLevel, all in one seamless step.
What’s New?
- Businesses can now set up subscriptions by navigating to Payments > Subscriptions > Add Subscription.
- Subscriptions can also be added directly from the Contact’s detail page, making it faster and easier to set up a new subscription for the customer. Simply navigate to Contacts > Contact Details > Payments > Actions > Create Subscription.
- When adding subscriptions through either option, you can also schedule them to begin on a future date by selecting a specific Billing Date for the subscription and its related payment collections to start.
- This feature enables users to effortlessly set up a new subscription by choosing the customer and product, then processing the payment in one seamless step—either with a saved card on file or by adding a new one.
- You can also create a new invoice directly from the Contact’s detail page. This will take you to the invoice creation screen with the customer’s details automatically filled in. Navigate to: Contacts > Contact Details > Payments > Actions > Create Invoice.
What’s Next?
- Further enhancements on Subscriptions like Pause/Resume Subscriptions
- This would allow subscriptions to be paused for a fixed or indefinite duration and can be resumed automatically (fixed duration) or manually
