Create a customer subscription

Create a recurring subscription for one of your own customers using the configured Stripe plan and billing settings.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open the CRM workspace's Subscriptions area and choose New subscription.
2. Choose the available Stripe plan and review its price and recurrence. Enter Quantity and First billing date as shown.
3. Enter Subscription name and Description, then select Customer and any linked Project.
4. Check Currency, available Stripe tax selections, Terms and the description-on-item option.
5. Save, then review the subscription and use the separate customer invitation or subscription-link action when ready.

Check the result

• The subscription belongs to the intended customer and selected gateway plan. This customer-billing workflow is separate from buying your own Pixie CRM licences in My Account.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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