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Payments & invoicing3 min readUpdated

Run subscriptions and recurring billing

Quick answer

Agent Studio runs subscriptions through your own Stripe account. Put a product with a monthly or yearly price on an invoice or payment link, and the customer's first payment starts a subscription that renews automatically. The Subscriptions tab lists every customer, plan, amount, renewal date and status, and you cancel from the same row.

What you'll have

  • Monthly and yearly plans that charge the saved card on their own
  • One list of every subscriber with renewal date and status
  • Automations that welcome new subscribers and win back cancellations
On this page
  1. How do I start a subscription for a customer?
  2. What do the subscription statuses mean?
  3. How do I cancel a subscription?
  4. Should I use a subscription or a recurring invoice?
  5. How do I automate around subscribers?
  6. Questions

How do I start a subscription for a customer?#

Sell a recurring price. Add a product with a Monthly or Yearly price to an invoice or payment link and send it. When the customer pays, Stripe saves their card and the subscription starts renewing on its own.

Start recurring revenue

0 of 3 done

  1. Step 1: Create a recurring price

    Add or edit a product and give it a Monthly or Yearly price.
    Open Products
  2. Step 2: Bill it once

    Add that product to a new invoice or payment link and send it by email or text.
    Open Payment links
  3. Step 3: Watch it renew

    After the first payment the subscription appears with its plan, amount and next renewal date.
    Open Subscriptions

What do the subscription statuses mean?#

Subscription statuses
StatusMeaning
StartingThe first payment is confirming with Stripe
ActiveBilling normally; the Renews column shows the next charge date
Past dueA renewal charge failed and Stripe is retrying
CancelledBilling has stopped

When a subscription is set to end at the close of its period, the Renews column shows Ends then under the date.

How do I cancel a subscription?#

Press Cancel on the subscription row and confirm Cancel subscription. Stripe stops billing it right away and the customer keeps what they already paid for. The Subscription cancelled trigger fires so your win-back automation starts.

Should I use a subscription or a recurring invoice?#

Two ways to bill on repeat
SubscriptionRecurring invoice
How the customer paysCard charged automatically each periodPays each new invoice from its link
IntervalsMonthly or yearlyWeekly, monthly, quarterly or yearly
Best forRetainers, memberships, plansClients who pay by invoice or need one for their books
Set it up inA product's recurring priceIssue this invoice again on a schedule on an invoice

How do I automate around subscribers?#

Use Subscription started to send a welcome and onboarding sequence, Payment failed to text the customer before a renewal slips, and Subscription cancelled to ask why and offer a way back. Build them in Automations.

Questions buyers ask#

Where are my subscribers' cards stored?

In your Stripe account. Stripe saves the card at the first payment and charges it on each renewal. Agent Studio never stores card numbers.

Can I offer monthly and yearly options for the same plan?

Yes. Give one product a monthly price and a yearly price, then send the one the customer picks.

What happens when a renewal payment fails?

Stripe retries the charge and the subscription shows Past due. The Payment failed trigger fires, so an automation texts the customer before the plan lapses.

Does GoHighLevel's subscription setup work the same way?

Both run subscriptions on your own Stripe account. In Agent Studio the subscription starts from a recurring product price on an invoice or payment link, and every plan shows in the Subscriptions tab.

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