Pixie CRM guide collection
Subscriptions and recurring revenue
Set up repeat billing carefully, including plans, dates, payment routes and subscription status.
Create a customer subscription
Create a customer subscription in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideEdit and synchronise a subscription
Practical Pixie CRM instructions for edit and synchronise a subscription, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideSend a subscription link by email
Use this Pixie CRM guide to send a subscription link by email. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideCancel or resume a subscription
Use this Pixie CRM guide to cancel or resume a subscription. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideConfigure online payment gateways
Configure online payment gateways in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideTroubleshoot subscription and webhook updates
Practical Pixie CRM instructions for troubleshoot subscription and webhook updates, including where to go, what to check and how to confirm the change saved correctly.
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