Client service subscriptions
Bill monthly service plans as recurring client subscriptions, with a payment link.
The problem it solves
Monthly service plans are hard to bill consistently by hand.
How it works
- Create a subscription for the client.
- Send the payment link to set it up.
- The subscription bills automatically.
What your practice gets
- Monthly plans billed automatically.
- Card set up once by the client.
- Predictable recurring revenue.
Questions accountants ask
How do clients pay?
By the payment method they set up from the link.
Can I cancel a subscription?
Yes.
How is this different from recurring invoices?
Subscriptions charge automatically; recurring invoices issue an invoice on schedule.
Related features
Features that work alongside client service subscriptions.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Client credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
Billing housekeeping in the background
Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoInvoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
Payments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.