Guided Wizard
Create Subscription
Create Subscription - Stripe
3min
You will now be asked to enter the Subscription details:
- Billing Method
- You can choose an existing Payment Method from the Customer to charge or
- You can also choose the Email Invoice option with Payment Due Days. This will trigger the payment processor to email the invoice to the customer.
- To email an Invoice, the selected Customer must have a valid email.
- For active subscriptions (a subscription with a start date of today), you can send the Stripe-hosted link, which sends a link with the invoice so the customer can pay later. To use this, you need to turn on this option in your Stripe account. Click here to learn how to modify this setting in Stripe.
- Note: The Stripe-hosted link option is not supported for subscriptions with a start date in the future
- Pricing
- If you go through the Product matching process, which links Salesforce Products to the Breadwinner products. If any of those Salesforce products are added to the opportunity, if you are creating this from an opportunity, will display in the list. Any products not matched will be left off the subscription.
- Salesforce Products that have not been matched will be skipped
- Add Product: Click this to add additional Products as line items
- Set Start Date for the Subscription or add free trial days
- By default, the Subscription start date is set to today's date. You can set the start date to any future date.
- Coupons
- You can select any coupon that has synced from your processor
Create Subscription page
Using the above details, two types of subscriptions can be created. Active subscription
- A subscription with a current start date is considered active, and the customer can be charged immediately or receive the invoice via email, along with a Stripe-hosted link.
- After confirming the subscription details, click the "Create Subscription" button to initiate the subscription creation
Scheduled Subscription
- A subscription with a future start date is considered as scheduled, and the customer can only be charged on the invoice date or receive the invoice via email.
- After confirming the subscription details, click the "Schedule Subscription" button to initiate the subscription creation
Breadwinner will push the subscription to your payment processor in real-time and automatically sync it back to Salesforce.
You can review the newly created Subscription.
Subscription information page
Updated 16 Jun 2023
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