Understanding Fixed Schedules and On-Demand Charges for Subscriptions

How Subscription Charges Work

Your CRM offers flexible subscription management through its integrated payment gateway. You can configure two primary methods for charging your customers: on a fixed, recurring schedule or on an as-needed basis.

Fixed Schedule Subscriptions

With a fixed schedule, you define a recurring billing cycle for a subscription plan. The system will automatically attempt to charge the customer's saved payment method according to the interval you set (e.g., monthly, annually). This is ideal for memberships, software-as-a-service plans, or any service with regular, predictable billing.

• You set the billing frequency and amount when creating the subscription plan.
• Charges are processed automatically without manual intervention.
• Failed payments can trigger automated retry logic and notifications.

Charge When Needed (On-Demand)

This method allows you to create a subscription agreement where the customer authorizes future charges, but no automatic billing occurs on a schedule. Instead, you manually initiate a charge against the subscription whenever a payment is due. This is useful for services billed based on usage, retainers, or custom projects where the amount or timing varies.

• The customer agrees to the subscription terms and saves a payment method.
• No automatic charges are made on a calendar basis.
• You, as the business owner, manually trigger a charge from within the CRM when you need to collect payment, specifying the amount for that instance.

Both methods utilize the customer's authorized payment method on file, providing a seamless payment experience while giving you control over the billing model that fits your business.